Consulting

At Topel Forman, accounting, auditing, and tax services are just the beginning. We offer an expansive range of business consulting services to help our clients with compliance, strategic planning, financial management, economic projections, and forecasts. Our firm monitors today’s increasingly complex regulatory environment and marketplace, keeping our clients one step ahead while providing effective strategies to adapt to future trends.

Our experienced team has extensive accounting experience in gift and estate tax planning and compliance, family office services, retirement planning, charitable and philanthropic planning, mergers and acquisition analysis, succession planning, and agreed upon procedures.

SEC rules adopted to implement the Sarbanes-Oxley Act restrict auditors from performing certain services for their publicly held audit clients. Topel Forman L.L.C. can provide a variety of value-added services (including financial, advisory, and consulting services) to public companies we do not audit.

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