Maggie Thomason

Senior Manager

“Successful client relationships consist of teamwork and understanding of the financial goals by all parts of the team”

Maggie Thomason is a senior manager with extensive experience in income tax services for high net worth individuals and their associated entities, including Trusts and LLCs. Prior to joining Topel Forman, Maggie worked in the San Francisco Bay Area for 25 years. She worked as a senior manager at a Big Four before moving to a smaller local firm. Her experience includes individual income tax, trust compliance, gift and estate tax, and charitable entities, including private foundations and charitable trusts.

Prior to joining Topel Forman, Maggie worked in the San Francisco Bay Area for 25 years. She worked as a senior manager at a Big Four before moving to a smaller local firm. Maggie has recently relocated to the Chicago area and has been enjoying exploring her new home city.

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Education 

  • University of Notre Dame, MBA
  • Florida State University, Bachelor of Science, Accountancy

Areas of Expertise 

  • Individual Income Taxation
  • Fiduciary Income Taxation
  • Gift and Estate Taxation

Societies & Licenses 

  • Certified Public Accountant, State of California
  • American Institute of Certified Public Accountants
  • California CPA Society
Topel Forman Employee: Maggie Thomason
Topel Forman, L.L.C.