What is Taxwise Solutions?

Taxwise Solutions serves both individuals and small to mid-size businesses seeking accounting, tax preparation, and financial advisory services. The firm's comprehensive service breadth makes it relevant for businesses that need more than just tax compliance but may not yet require a full-time CFO.

The ideal customer is a small business or individual that wants a single firm handling their taxes, bookkeeping, and some level of financial planning. Businesses needing deep CFO-level strategic engagement for complex financial situations may find the firm's fractional CFO layer insufficient.

The partnership-oriented approach and woman-owned status may be particularly appealing to business owners who value these characteristics in their financial service providers.

Taxwise Solutions offers a comprehensive range of accounting and financial services:

Bookkeeping Services: Day-to-day transaction recording, reconciliation, and financial statement preparation.

Budgeting and Forecasting: Helping businesses build and maintain budgets and financial forecasts for planning purposes.

Business & Individual Tax Preparation: Federal and state tax return preparation for businesses and individuals.

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Business Structure Advice and Formations: Guidance on entity selection (LLC, S-Corp, C-Corp) and business formation.

Audit Readiness: Preparation support for businesses facing audits or needing to strengthen their financial controls.

Compilation and Review Engagements: compilation and review services providing different levels of financial statement assurance.

Fractional CFO Services: Part-time CFO-level guidance for businesses that need executive financial oversight without a full-time hire.

Real Estate Property Accounting: Specialized accounting for property management and real estate operations.

Financial Planning and Analysis (FP&A): Higher-level analytical support for businesses that want to move beyond basic bookkeeping.

Taxwise Solutions does not publish pricing on its website. Given the firm's comprehensive service range, pricing is likely structured around the specific engagement scope and service level required.

For fractional CFO services specifically, investment would depend on the expected time commitment and scope of the engagement. For tax preparation, pricing may be based on the complexity of the return.

Prospective clients would need to contact the firm directly to discuss their specific needs and receive a custom quote.

Comprehensive service breadth: The firm covers bookkeeping, tax, fractional CFO, and FP&A—making it possible to have one firm handle multiple aspects of the finance function.

100% woman-owned: The firm's ownership structure is a differentiator for business owners who prioritize working with woman-owned firms.

Partnership orientation: The firm positions itself as a partner rather than a vendor, which can lead to deeper, more collaborative client relationships.

Real estate specialization: The firm's real estate property accounting service is a meaningful differentiator for property owners and investors who need specialized accounting support.

Audit readiness: The firm's focus on audit readiness provides comfort for businesses that may face regulatory scrutiny or need stronger financial controls.

Fractional CFO may be limited: As a smaller CPA firm, the fractional CFO layer may not provide the same depth of strategic guidance as a firm that specializes exclusively in CFO-level work.

Limited public pricing: Without published pricing, it is difficult to compare the firm's cost structure against alternatives before engaging in a sales conversation.

May serve too broad a market: The combination of individual and business clients across many service areas could mean the firm lacks deep specialization in any single area.

Single-firm scalability: As a smaller practice, the firm may face constraints when clients grow significantly or need more complex financial infrastructure.

Maryland focus: While the firm offers virtual services, the Maryland base may mean limited physical presence for clients in other geographies.

Taxwise Solutions and Eagle Rock CFO both offer fractional CFO services alongside accounting, but the depth and focus of those services differ.

Eagle Rock CFO specializes exclusively in finance: Our entire firm is dedicated to the finance function—from bookkeeping through CFO-level strategy. Taxwise Solutions is a CPA firm that has added CFO services.

Scale and bandwidth: Eagle Rock CFO has the capacity to serve more complex engagements and growing companies without the capacity constraints that smaller practices may face.

Breadth of finance coverage: Eagle Rock CFO's finance-specific focus means deeper expertise across the complete finance stack—treasury management, board reporting, capital structure advisory, and more through our outsourced accounting services, controller services, and treasury management."

Real estate vs. growth-stage focus: Taxwise Solutions' real estate specialization is valuable for property-focused businesses. Eagle Rock CFO's sweet spot is growth-stage companies ($5M–$50M) regardless of industry.

For businesses that want one firm for taxes and some CFO services, Taxwise Solutions may work. For growing companies that need a dedicated, full-service finance team, Eagle Rock CFO provides more comprehensive coverage.

See our outsourced controller services and accounting services for what that includes.