About Topel Forman

An Advisor You Can Trust

Experienced CPAs and Advisors

Topel Forman is a leading certified public accounting firm listed as one of INSIDE Public Accounting’s Best of The Best Firms for the fourth time.  In 2023 we were named again as a Top 200 firm. In Accounting Today, we have been named as a regional leader.  As a leading firm, Topel Forman has been serving a range of individuals and professionals, to family-owned businesses and corporations, for over sixty years, providing accounting, tax, attestation, family office, and advisory services. Chicago Skyline (credit Sawyer Bengston)

Our Professionals

We know that expertise, consistency, and enterprising professionals are key to effective relationships. Our partners and expert staff work with you to provide the quality work our clients know us for. Your goals are important to us, and we work with you to add value to you and your businesses. The professionals at Topel Forman provide you with personalized service. We believe in learning about you and your goals to advise you on the most effective and help you achieve your goals.

How We Serve Our Clients

  • Excellence – Our professionals remain up to date with regulations in the industry to ensure that we can provide the most up-to-date information
  • Flexibility – We ensure that our professionals can work in a space that provides them with the most balance. We know that a rejuvenated person will provide their best work to our clients.
  • Trusted relationships – We are committed to building long-standing relationships with our clients by understanding them and identifying their needs to provide the service that adds value to them.
  • Hands-on – Every member of our firm is talented, passionate, and enthusiastic about working hard to timely and accurately complete client engagements.

We hire top professionals who maintain our commitment

We know that providing great service begins with having the best professionals in place. Our employees value diversity and collaboration. We work together to create upbeat work environments. We can lean on each other to grow as professionals to serve best the clients who trust us.

 Our Services

Accounting & Assurance

We analyze and report your company’s financial statements and identify potential concerns, leaving enough time to allow a practical and cost-effective resolution to issues.

Taxation Services

Complications created by ever-changing tax laws and regulations have made advanced tax planning an essential element for companies operating in today’s marketplace to be successful.

Consulting Services

We offer an expansive range of business consulting services to help our clients with compliance, strategic planning, financial management, economic projections, and forecasts.

Wealth Management

Topel Forman can serve as your trusted tax and wealth management advisors, backed by 40 years of investing experience through our affiliation with Avantax Planning Partners℠.

Family Office

We understand that each family has unique needs, and we work with all types of family offices to provide income tax planning, estate, gift tax planning, accounting services, and financial reporting.

R&D Tax Credits

Businesses must constantly innovate if they want to continue growing and succeeding. The R&D credit aims to keep jobs in the United States and make U.S. manufacturing companies more competitive globally.

 

Contact Us Today