About Topel Forman
Topel Forman’s Core Values
Chicago CPA Firm Focused on Integrity & Excellence
At Topel Forman, our core values guide how we service clients and collaborate as a team. As a Chicago-based CPA and advisory firm serving businesses, high net worth individuals, and family offices, we believe that strong relationships are built on shared principles.
Our values, flexibility, integrity, respect, and excellence, shape how we deliver accounting, audit, tax and advisory services. They influence how we approach complex financial situations, support our clients’ long-term success, and foster a culture where professionals thrive. Every member of our firm is talented, passionate, and enthusiastic about rolling up their sleeves and working hard to timely and accurately complete client engagements. Through these efforts, we seek to understand our clients and identify their needs to be creative and provide the type of service that adds real value to them. We are committed to building long-standing relationships with our clients, earning their respect, and ultimately becoming their trusted advisers.
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 positive and upbeat environment, encourage you to enjoy your personal time, foster community fulfilment, and celebrate and share in each other’s success.
Why Our Values Matter to Clients
Choosing an accounting firm is about more than technical expertise; choosing the right accounting firm is about trust. Our values guide how we communicate, solve problems, and support our clients’ long-term financial success. Businesses, executives, and family offices rely on us not only for compliance and reporting, but for strategic insight delivered with integrity and care.
Flexibility
Flexibility in Serving Clients and Supporting Our Team
Flexibility means adapting to our clients’ needs while supporting the people who serve them. The business environment is constantly evolving, and effective advisors must be able to adjust quickly and meet clients where they are. For our clients, flexibility means thoughtful solutions tailored to their goals, whether navigating complex tax regulations or planning for growth. For our team, it means trusting professionals to manage their work and their lives while remaining accountable to each other and to our clients. By balancing adaptability with responsibility, we create an environment where great work and exceptional client service can thrive.
Integrity
Integrity In Every Engagement
Integrity is the foundation of every client relationship. We believe trust is earned through transparency, accountability, and consistently doing what is right. Our professionals approach each engagement with honesty and a commitment to providing clear, thoughtful guidance. Whether delivering tax advice, audit insights, or strategic recommendations, we prioritize accuracy, professionalism, and ethical decision-making. By holding ourselves to the highest standards, we build lasting relationships with clients and colleagues alike.
Respect
Respect for Clients, Colleagues, and Community
Community is at the heart of who we are and how we work. We believe strong businesses help build strong communities, and we are proud to support the organizations and causes that make a difference where we live and work. Our team actively participates in volunteer efforts, charitable initiatives, and professional organizations throughout the year. These experiences strengthen our connections with each other and with the communities we serve. By investing our time and resources, we aim to make a positive, lasting impact beyond our client work.
Excellence
Excellence
Excellence means delivering the highest level of service and expertise in everything we do. Our professionals bring deep technical knowledge and a commitment to continuous learning to every engagement. We approach complex challenges with thoughtful analysis, attention to detail, and a focus on practical solutions. By maintaining high standards for ourselves and our work, we ensure our clients receive guidance they can rely on. This commitment to excellence allows us to build lasting relationships and deliver meaningful results for the people and businesses we serve.
Our commitment to excellence drives every engagement whether we are delivering tax planning services, conducting audit and assurance work, or providing advisory services.
Why Our Values Matter to Employees
An award-winning public accounting firm recognized by INSIDE Public Accounting’s as Top 200 Firm, and Accounting Today Regional Leader, Topel Forman stands out through our commitment to providing world-class client service and offering an enriching professional environment.
Here you will find the highest level of talent and expertise, along with leadership that cares. Approachable leaders foster a culture where your voice is heard, and your unique skills are valued.
Our people thrive in an innovative and inclusive culture that fosters accessibility and collaboration, offering a dynamic and engaging work experience.We offer opportunities for you to work from wherever you feel most comfortable, whether that’s in the office, at home, or remotely.
A multi-year winner of Top Workplaces, as recognized by the Chicago Tribune, we live by our values of flexibility, integrity, respect, and excellence. With offices in Chicago and Denver, Topel Forman provides opportunities to build a meaningful career while helping clients achieve their goals.
Our Communities
Built on the importance of supporting our communities, we provide year-round opportunities for employees to participate in charitable giving through volunteering, firm donations, and more. We even donate money on employee birthdays to a charity of choice!
Our commitment to inclusion also guides us. We strive to uphold an inclusive, learning-oriented, and fair workforce. Our people are what make Topel Forman the best place to work. Dave Levine, managing partner, says, “Our collaborative and inclusive culture provides an engaging and supportive atmosphere. We will continue to be a people-centric firm and strive to be the firm of choice in the markets we serve through strong relationships, creativity, and world-class customer service.”
Trolley Tour, Learning about LGBTQ History in Chicago, June 2025
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.