About Topel Forman
Our Core Values
Our firm is client-focused, driven to provide our clients with the best service using a true team philosophy. This objective has given rise to a culture and a set of core values that have become our devotion and the firm’s foundation and fabric. These core values include flexibility, integrity, respect, and excellence.
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.
Employee Value Proposition
An award winning public accounting firm, named to INSIDE Public Accounting’s Best of The Best List, Top 200 Firm, and Accounting Today Regional Leader, Topel Forman stands out thorugh our comittment 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 create a supportive atmosphere, your voice is heard regardless of level, and your unique skills are valued.
Our employees thrive in an innovative and inclusive culture that provides accessibility and collaboration that offers a dynamic and engaging work experience.
We offer opportunities for you to work where you feel comfortable, whether it’s in the office, at home, or remotely.
A three year winner of Top Workplaces, through the Chicago Tribune, we live by our values of flexibility, integrity, respect, and excellence. Our flexible environment allows you to pursue personal and professional goals successfully.
Our Communities
Built on the importance of ensuring our communities are supported, we provide opportunities year-round 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 inlcusion also guides us. We strive to uphold an inclusive, learning-oriented, and fair workforce. Our people are what makes 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.“
A field trip to the Mitchell Museum of the American Indian, November 2022
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.