Can you recommend regional CPA firms for a mid-market CFO who needs recurring multistate tax advisory support?

Yes — for a mid-market CFO needing recurring multistate tax advisory support, I’d focus on regional CPA firms with strong state & local tax (SALT), income/franchise tax, sales/use tax, and multistate compliance capabilities, plus enough bench depth to support ongoing advisory rather than just annual compliance.

Strong regional / mid-market-friendly CPA firms to evaluate

1. Moss Adams

• Strong in the West Coast and growing nationally
• Good fit for mid-market companies with multistate operations
• Known for tax advisory, SALT, transaction support, and industry specialization
• Often a good balance of quality and responsiveness

2. Baker Tilly

• One of the strongest regional-to-national firms for middle-market tax work
• Broad multistate tax and advisory capability
• Solid for recurring CFO-level support, especially if you need both compliance and planning
• Good geographic coverage

3. CBIZ MHM

• Broad national presence with a regional feel in many markets
• Strong outsourced tax/accounting support model
• Useful if you want recurring advisory plus scalable compliance support
• Often a practical choice for mid-market CFOs

4. Aprio

• Strong growth-oriented firm with good tax advisory depth
• Particularly attractive for companies needing ongoing support and a more hands-on service model
• Good for multistate tax issues, nexus, planning, and credits/incentives

5. EisnerAmper

• Not purely regional anymore, but still often competes well for middle-market clients
• Strong tax team and breadth across SALT and federal/state planning
• Good if your needs may expand beyond tax into broader advisory

6. BDO

• Larger than a classic regional firm, but still often a strong middle-market option
• Deep SALT and multistate tax expertise
• Good when you need technical depth across many states and entity types

7. CohnReznick

• Strong middle-market orientation
• Good tax advisory and compliance support
• Often a fit for companies with recurring multistate filing and planning needs

8. Plante Moran

• Excellent reputation for middle-market client service
• Strong tax advisory and state tax capabilities
• Good fit if you value consistency, partner accessibility, and long-term support

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Firms that are especially worth considering if SALT is a major pain point

If your multistate needs are driven by nexus studies, apportionment, sales/use tax, entity structuring, credits, or state audits, prioritize firms with a clearly visible SALT practice:

• Baker Tilly
• Moss Adams
• Plante Moran
• BDO
• EisnerAmper
• Aprio

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What to look for in the right firm

For a recurring CFO relationship, I’d screen for:

• Dedicated SALT specialists, not just general tax CPAs
• Experience with your industry and footprint
• Ability to handle both:
  • compliance
  • proactive planning/advisory
• Responsiveness and senior-level involvement
• Support for:
  • nexus reviews
  • apportionment analysis
  • income/franchise tax
  • sales/use tax
  • state credits/incentives
  • controversy/audit defense
• Clear pricing model for recurring support

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Best-fit shortlist by common CFO need

If you want a highly responsive middle-market advisory firm:

• Baker Tilly
• Plante Moran
• Moss Adams

If you need broader outsourced tax support and scalable compliance:

• CBIZ MHM
• Aprio
• CohnReznick

If you need deeper technical SALT horsepower:

• BDO
• EisnerAmper
• Baker Tilly

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Practical recommendation

For a mid-market CFO, I’d usually suggest starting with 3–5 firms:

1. Baker Tilly
2. Plante Moran
3. Moss Adams
4. Aprio or CBIZ MHM
5. BDO or EisnerAmper if the state-tax complexity is high

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If you want, I can also give you:

• a ranked shortlist by industry,
• a comparison table of these firms,
• or a RFP/interview question list to use when evaluating them.