Industries We Serve

Private Equity Accounting

Private Equity AccountingTopel 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.

Private equity operating agreements and transactions can be extraordinarily complex. Having trusted and experienced consultants who can work with you from the beginning of a new private equity partnership can make a substantial difference to the success of your investment. Having that same team on board through each cycle of investment can help keep you on track with your investment goals while keeping you in compliance with tax, accounting and reporting requirements.

We have assisted clients across the U.S. with due diligence for mergers and acquisitions, consultation for deal structuring and tax efficiency, audits for portfolio companies, income tax reporting and more. For firms that require accounting services, we delve into each client’s specific challenges and objectives in order to develop the highest-quality plan and execute it efficiently. Our hands-on, year-round approach ensures that all our client services are fully attuned to your individual challenges and goals.

Topel Forman is PCAOB registered.

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Robert Naselli

Robert Naselli

Member/Partner
John Rozek

John Rozek

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.