Industries We Serve

Technology Accounting

IT AccountingAs 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.

At startup, we can help you examine the organizational structure and set up accounting and tax procedures, so you can better focus your resources on innovation for success. As your business matures, we can help with federal and state tax compliance, R&D incentives, capitalization and expenses, revenue recognition, audits and more.

State issues loom large for technology developers and providers depending on where software is created, stored, sold and used. You need to navigate issues such as where to file, how to apportion income, available tax credits and a variety of other complex state tax considerations. We have the knowledge to guide you through these state issues, minimizing risk while maximizing the benefits you are entitled to.

We offer a hands-on approach to understanding your goals and helping you reach them. From understanding how different corporate structures affect investors, to optimizing revenue recognition outcomes, to keeping your business on-track with well-planned and executed audits, to consulting with you on the optimum exit strategy – we provide the informed answers you need.

Talk To An Advisor

John Rozek

John Rozek

Jessica Schulman

Jessica Schulman



Industries We Serve


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 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.


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.


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.