Taxation Services

Our firm was founded by Bill Topel and Bill Forman, whose depth of understanding of taxation and planning served as a cornerstone of the firm. Today, their legacy motivates the firm’s critical attention to each client’s unique demands in developing tax strategies that help minimize their tax burden.

Complications created by ever-changing tax laws and regulations, together with new global business competitiveness, have made advanced tax planning an essential element for companies operating in today’s marketplace to be successful. Topel Forman’s tax professionals stay current with income, estate, gift, payroll, and sales changes. Our tax professionals also use the expansive capabilities of information technology to explore new opportunities to develop meaningful strategies to mitigate our clients’ tax liabilities.

This information access, combined with our vast experience and knowledge, allows us to effectively support our clients and resolve disputes with various taxing agencies.

Topel Forman offers a comprehensive selection of professional tax services, including:

  • Tax compliance
  • Tax projection and effective tax rate reviews
  • Advanced tax planning
  • Tax audit and administrative hearing support
  • Estate and gift planning
  • Pension and profit sharing plan services
  • Entity formation and reorganization or restructuring planning
  • Accounting method changes
  • Transactional analysis

Talk to an Advisor

David Levine

Member/Managing Partner

Jessica Schulman


Tax Technical Leader

Industries We Serve