About Topel Forman

In Our Communities

Giving back to the community as a team is foundational to our business. Giving back is rewarding for our employees and necessary for our communities.

Culture at Topel Forman

Our firm was built on the importance of ensuring that we support our communities. Through our charitable endeavors, we provide community fulfillment to our team and genuinely value being a contributing organization to the communities in which we live and work. We recognize the importance of corporate citizenship and have adopted several practices that mirror this commitment.

Community Involvement

This firmwide program encourages employees to volunteer their time by participating in charitable activities (firm organized or otherwise) during regular work hours. Employees receive eight hours a year to “give back” to the community by participating in activities such as:

In addition to the volunteer activities discussed above, the firm sponsors various giving programs. Often recommended by our employees,  the firm will contribute to a variety of charities throughout the year.

Our wellness committee often hosts events in which our staff can participate via donations and/or fitness and activity. These events are most often tied with donations to charities.

Charities include the Alzheimer’s Association, St. Jude’s Children’s Hospital, Autism Speaks, American Cancer Society, Make-A-Wish Foundation, House of the Good Sheppard, Anthony Rizzo Foundation, Greater Chicago Food Depository, Ronald McDonald House Charities, Dreams for Kids, Paws Chicago, JDRF, and more.

 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.