About Topel Forman
WHY TOPEL FORMAN?
An Advisor You Can Trust
Experienced CPAs and Advisors
Topel Forman is a leading certified public accounting firm, a top 200 firm through Inside Public Accounting. We are proud to have been named a Best of the Best Firm four times, a regional leader through AccountingToday.
Driven by our mission, vision, and values we are committeed to building long-standing relationships. Topel Forman has been serving a range of individuals and professionals, to family-owned businesses and corporations for over sixty years. Our CPAs are proud to continute providing world-class accounting, tax, attestation, family office, and advisory services.
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 strategies to 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.
- Integrity – Every member of our firm is talented, passionate, and enthusiastic about working hard to timely and accurately complete client engagements.
- Respect – 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.
Top professionals, personalized service.
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 the clients who trust us.
AWARDS + RECOGNITION
![Best of the Best Firm Logo](https://topelforman.com/wp-content/uploads/2024/08/IPA-Award-Logo-Top-200-Firms-1.jpg)
![](https://topelforman.com/wp-content/uploads/2024/08/IPA-Award-Logos-Best-of-the-Best-Firms.png)
![AT-Regional Leaders-Logo-2024](https://topelforman.com/wp-content/uploads/2024/10/AT-Regional-Leaders-Logo-2024.png)
![AT-Firms to Watch-Logo-2024](https://topelforman.com/wp-content/uploads/2024/10/AT-Firms-to-Watch-Logo-2024.png)
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 offers a comprehensive suite of wealth management services. Let us support your financial goals and help you invest in your financial future.
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