Industries We Serve

Investment Companies

Investment 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

John Riley

Managing Partner

David Levine

Member/Partner

Robert Naselli

Member/Partner

Industries We Serve

Ernesto Alvarez

Member/Partner

Darlene N. Haddad

Member/Partner

John Rozek

Member/Partner