Services at Topel Forman
We analyze and report on the company’s financial statements and identify potential concerns, leaving enough time to allow a practical and cost-effective resolution to issues. Our partners work closely with financial and accounting personnel to clarify and resolve uncertainties before rendering our financial statements report
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. Our team of professionals to will work closely with the family and their advisers to help manage their financial affairs and create a structure that works best for each circumstance.
Businesses must constantly innovate if they want to continue growing and succeeding. These efforts may qualify them for the R&D tax credit. The R&D credit aims to keep jobs in the United States and make U.S. manufacturing companies more competitive globally. However, the IRS estimates that only 10% of the companies that qualify for the credit actually apply for it.
Industries We Serve
Closely held businesses and their owners benefit from Topel Forman’s extensive tax and accounting experience tailored to the needs of a wide range of industries, entity types, and business structures.
Every company is different. Every retirement plan is unique. Every employee depends on the plan’s trustees to protect the integrity of their contributions and retirement investments.
Topel Forman offers private equity accounting, tax and consulting services with a focus on understanding the unique challenges your business faces in order to deliver personalized results.
Topel Forman provides experience for real estate accounting and tax compliance that few firms can match, while offering the personalized attention and close teamwork we are best known for.