Services at Topel Forman


Tax Services



Taxation ServicesOur 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 needs in developing tax strategies that help minimize their tax burden.

Complications created by ever-changing tax laws and regulations and new global business competitiveness have made advanced tax planning an essential element for people in today’s marketplace to be successful. Topel Forman’s tax professionals stay current with income, estate, gift, payroll, and sales changes and 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 support
  • Estate and gift planning
  • Pension and profit-sharing plan services
  • Entity formation and reorganization or restructuring planning

Talk To An Advisor

David Levine

David Levine

Managing Partner
Christine Ludwig

Christine Ludwig

Jessica Schulman

Jessica Schulman


 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.