Services at Topel Forman
Consulting Services
At 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
Robert Naselli
John J. Riley
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 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.