Services at Topel Forman

Consulting Services

Business Team At Office, Businessman Presenting And Discussing SAt Topel Forman, accounting, auditing, and tax services are just the beginning. We offer an expansive range of business consulting services to help our clients with compliance, strategic planning, financial management, economic projections, and forecasts. Our firm monitors today’s increasingly complex regulatory environment and marketplace, keeping our clients one step ahead while providing effective strategies to adapt to future trends.

Our experienced team has extensive accounting experience in gift and estate tax planning and compliance, family office services, retirement planning, charitable and philanthropic planning, mergers and acquisition analysis, succession planning, and agreed upon procedures.

SEC rules adopted to implement the Sarbanes-Oxley Act restrict auditors from performing certain services for their publicly held audit clients. Topel Forman L.L.C. can provide a variety of value-added services (including financial, advisory, and consulting services) to public companies we do not audit.

Talk To An Advisor

Thomas Drennan

Thomas Drennan

Member/Partner
Robert Naselli

Robert Naselli

Member/Partner
John J. Riley

John J. Riley

Member/Partner

IT Consulting – Topel Forman Information Services, LLC

Topel Forman’s sister company, Topel Forman Information Services, LLC, has delivered exceptional service through client-centered and complete technology management for over 25 years. Like Topel Forman, TFIS takes great pride in fostering our core values of passion, integrity, excellence, respect, teamwork, and balance.

Founded by Arnold Klein and David Chlopecki, TFIS has provided their noteworthy clients with a broad array of IT services, including:

Network design

Server implementation and support

Business continuity planning, design, and testing

Complete data management

Innovative cloud platform solutions

Comprehensive security solutions

IT governance planning

Desktop support

Their clients span a wide range of industries, including financial, legal services, medical, accounting, real estate, consulting, manufacturing, and government.

 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.