SERVICES AT TOPEL FORMAN
Tax Services
Expert tax planning, preparation, and compliance services for individuals and businesses across the U.S.
Local Tax Accountants in Chicago and Denver
Since 1961, Topel Forman has been a trusted advisor to individuals and businesses seeking proactive, personalized tax solutions. Founded by Bill Topel and Bill Forman, the firm was built on deep expertise in taxation and planning, a legacy that continues to guide our work today. With offices in Chicago, IL, and Denver, CO, our team of experienced CPAs delivers comprehensive tax services tailored to meet the unique needs of each client. Our commitment to excellence, integrity, and client satisfaction has made us a leading firm in the accounting industry.
Our Tax Preparation Services
We offer a comprehensive suite of tax services designed to meet the needs of entrepreneurs, executives, growing companies, and high-net-worth individuals. Whether you need basic compliance or advanced planning, our team delivers insight and execution at every stage with critical attention to your unique goals and challenges.
Our Services
Tax Compliance Services
Tax Projection and Effective Tax Rate Reviews
Advanced Tax Planning
Tax Audit Support
Estate and Gift Tax Planning
We assist clients in developing tax-efficient estate and gift plans that preserve wealth and facilitate smooth transitions to future generations.
Retirement Planning and Analysis
Our experts guide businesses in establishing and managing retirement plans, ensuring compliance with regulations, and aligning with organizational objectives.
Entity Formation and Restructuring
Business Tax Services
In addition to core tax services, we also provide industry-specific tax guidance tailored to the challenges and regulations unique to your field. From construction to real estate, our Chicago and Denver CPAs bring industry fluency and financial clarity. Visit our Industries page for a larger list of businesses we serve.
Construction
Auto Dealerships
Real Estate
Manufacturing
Talk To An Advisor

David Levine

Christine Ludwig

Jessica Schulman
Why Clients Trust Our Tax Firm in Chicago, IL
Topel Forman’s Chicago office has been serving clients for more than six decades, building a reputation for delivering high-quality tax services with a personal touch. Our deep roots in the community and commitment to client success make us a preferred choice for businesses and individuals alike.
Now Offering Full Tax Services in Denver, CO
Expanding our reach, Topel Forman’s Denver office brings our comprehensive tax expertise to clients in Colorado and the surrounding regions. We are dedicated to providing the same level of excellence and personalized service that our clients have come to expect.
Whether you’re in Chicago, Denver, or beyond, our team is here to help you plan smarter, stay compliant, and mitigate your tax liabilities with confidence. Contact us today to schedule a consultation.
Other Services Offered
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.