Services at Topel Forman

Accounting & Assurance

Accounting & Assurance When you partner with Topel Forman, you’re getting more than accounting and assurance services. You’re getting a trusted advisor who is always seeking ways to strengthen your business and save you money.

Our knowledgeable professionals work directly with management, the board of directors, and the audit committee to develop the most efficient and effective attestation services approach. 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 the importance of continuity and trust in a working relationship. That’s why the carefully chosen team a client meets during initial consultations is the same team that will be responsible for the account for years to come. We also understand that an effective partnership is built on frequent and constructive contact. We pride ourselves on being proactive, planning for issues, and opportunities long before they arise.

Talk To An Advisor

Jason Glickley

Jason Glickley

Member/Partner
Darlene N. Haddad

Darlene N. Haddad

Member/Partner
John Rozek

John Rozek

Member/Partner

 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.