Mofrad Financial Solutions

Mofrad Financial Solutions is a full-service financial firm in the heart of Los Angeles. With more than 20 years of experience, our team specializes in working with business owners meet their ongoing tax, accounting, and financial planning needs. What sets our firm apart is the unique, hybrid ability to provide business owners and individuals with exceptional tax advice along with financial planning opportunities. Our client-categories include individuals, estates, trusts, exempt organizations, Registered Domestic Partners (RDPs), expatriates (including OFAC, FBAR, and EB-5 filers), entrepreneurs - in need of services including business formation, dissolution, bookkeeping, payroll - and real estate professionals and mortgage applicants in need of P/Ls. Expertise in IRS/State tax agency dispute resolution - community property (same-sex) - and U.S. expatriate taxation. Securities offered through Avantax Investment Services℠ , Member FINRA, SIPC (www.finra.org, www.sipc.org ) ,. Investment advisory services offered through Avantax Advisory Services℠. Placing business through an Avantax affiliated insurance agency. CA insurance # 0L88676. Please visit www.avantax.com/social_policy/ for more information.