Industries We Serve
Topel Forman provides audit, tax and consulting services to proprietary trading firms, investment banking firms, and other non-carrying broker-dealers.
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 extensive experience solving tough audit and tax issues, but also for the personal attention we provide.
Beyond performing the annual broker-dealer compliance requirements, we proactively work with you throughout the year to understand where your business is, where you want it to go, and how we can tailor our services to help you achieve your goals. In addition to the client relationship manager, we strive to provide accessibility to anyone on the Topel Forman team who has the experience you need to address any particular issue. We pride ourselves on providing our clients with a proactive and highly personalized client service experience.
Topel Forman is registered with the Public Company Accounting Oversight Board (PCAOB).
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Industries We Serve
Closely held businesses and their owners benefit from Topel Forman’s extensive tax and accounting experience tailored to the needs of a wide range of industries, entity types, and business structures.
Every company is different. Every retirement plan is unique. Every employee depends on the plan’s trustees to protect the integrity of their contributions and retirement investments.
Topel Forman offers private equity accounting, tax and consulting services with a focus on understanding the unique challenges your business faces in order to deliver personalized results.
Topel Forman provides experience for real estate accounting and tax compliance that few firms can match, while offering the personalized attention and close teamwork we are best known for.