Every broker-dealer faces a unique set of challenges, including revenue recognition, fair value measurement, SEC and FINRA filing requirements, regulatory compliance and more. Our clients look to Topel Forman not only to benefit from our experience solving tough audit and tax issues, but also for the personal attention we provide.

Closely held businesses and their owners benefit from our extensive tax and accounting experience tailored to the needs of a wide range of industries, entity types, and business structures. Our professionals help you understand the tax ramifications of transactions throughout the business lifecycle.

Topel Forman has years of experience serving the unique needs of auto dealerships. From performing high-quality financial statement reviews to floor plan reconciliation, performance tracking to LIFO, cost segregation studies, and other depreciation studies, we provide all the accounting services your business requires.

We know every company and retirement plan is different. Every employee depends on the plan’s trustees to protect the integrity of their contributions and retirement investments. We take the time to educate you about your fiduciary responsibilities and ensure your plan is operating efficiently in compliance with ERISA and DOL requirements.

Investment companies face close scrutiny from the IRS, regulators and clients. At Topel Forman, we offer a personalized approach to meeting the many challenges investment companies face, working seamlessly with fund managers and accountants to help you meet your goals with the trust and transparency your business depends on. 

Topel Forman provides a wide range of accounting and audit, tax and consulting services to companies in the manufacturing and distribution industries. We know that effective manufacturing accounting requires deep insight into a range of issues unique to manufacturing and distribution industries.

At Topel Forman, we offer private equity accounting, tax, and consulting services with a focus on understanding the unique challenges your business faces in order to deliver personalized results. Our hands-on, year-round approach ensures that all our private equity services are fully attuned to your individual challenges and goals.

Professional services corporations (PSC) can benefit from our hands-on approach to accounting, tax and consulting services. Although you may have set up your PSC primarily for liability protection, there are also important tax advantages to be gained relating to fringe benefits, health insurance plans, and more.

As an accounting firm with many clients in the technology industry, we provide agile services to support you from start-up to a successful exit strategy. Our clients range from software developers to licensors, service providers and other players competing in an often heavily invested environment with short lifecycles.