Industries We Serve

Investment Companies

Investment Company AccountingInvestment companies face close scrutiny from the IRS, regulators and clients. In addition to providing a quality audit, an effective investment company accounting firm must have expertise to understand gain allocation methods, navigate complex equity transactions, efficiently communicate investor tax reporting information, and structure limited partnerships – all while adhering to strict regulatory requirements. We offer a personalized approach to meeting these challenges, working seamlessly with fund managers and accountants to help you meet your goals with the trust and transparency your business depends on.

Topel Forman is a registered member of the Public Company Accounting Oversight Board (PCAOB).

Talk To An Advisor

David Levine

David Levine

Managing Partner
Robert Naselli

Robert Naselli

Member/Partner
John J. Riley

John J. Riley

Member/Partner

 

Industries We Serve

Brokers/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.

CLOSELY-HELD BUSINESSES

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.

Construction Accounting

Topel Forman understands the specialized accounting, tax, and consulting issues affecting the construction industry.

Dealerships

Topel Forman has years of experience in serving the unique need of automobile dealerships.

Employee Benefit Plans

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.

High Net Worth Individuals

Topel Forman is a trusted name in high–net-worth tax planning, with extensive experience and a well-earned reputation for integrity, professionalism, and responsiveness.

Investment Companies

Investment companies face close scrutiny from the IRS, regulators and clients. Topel Forman offers a personalized approach working seamlessly with fund managers and accountants.

Manufacturing & Distribution

Topel Forman provides a wide range of accounting and audit, tax and consulting services to companies in the manufacturing and distribution industries.

Not-For-Profit Organizations

Not-for-profit organizations and private foundations face cumbersome tax compliance and auditing reporting requirements.

Private Equity

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.

Professional Service Corporations

Professional services corporations (PSC) benefit from our hands-on approach to accounting, tax, and consulting services.

Real Estate

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.

Technology

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.