Tax, Audit, Firm and Regulatory News

Topel Forman Ranked Among Top 200 Firms: Spotlight on Growing Advisory Services and Continued Growth

Topel Forman is thrilled to announce our inclusion once again on the 2024 INSIDE Public Accounting (IPA) Top 200 Firms list, securing a spot at #143. This recognition is a testament to our relentless commitment to providing world-class client service, fostering innovation, and expanding our advisory services.

Expanding Advisory Services and Employee Growth

Over the past year, Topel Forman has made significant strides in enhancing our advisory services, particularly with our family office practice. We’ve seen increased demand for personalized and comprehensive financial management solutions, and our team has responded by offering tailored strategies that address the unique needs of high-net-worth families and individuals. Our advisory services continue to evolve, allowing us to support our clients in navigating complex financial landscapes and securing their legacies for future generations.

We’ve also experienced substantial success in hiring. This growth reflects not only our commitment to serving clients across various industries but also our ability to attract top talent. We continue to hire exceptional professionals who are aligned with our values and dedicated to delivering the highest standards of service.

Commitment to Excellence and Client Service

Our success is built on the foundation of flexibility, integrity, excellence, and respect. Our commitment to teamwork, innovation, and work-life balance guides everything we do, from how we serve our clients to how we support our team members. It’s this approach that allows us to provide world-class service and continually exceed our clients’ expectations.

At Topel Forman, we believe that the key to delivering exceptional client service lies in nurturing a collaborative and supportive work environment. We empower our team to innovate and develop creative solutions that drive success for our clients. This focus on innovation, combined with our dedication to work-life balance, ensures that our team remains motivated and equipped to meet the evolving needs of our clients.

Looking to the Future

As we continue to expand our advisory services, Topel Forman remains committed to investing in our people and our processes. We are constantly exploring new ways to enhance our service delivery ensuring that we remain at the forefront of the industry. By focusing on specialized knowledge, personalized solutions, and innovative practices, we are well-positioned to support our clients in achieving their long-term goals.

“I am excited to share that our firm has again been recognized as an IPA 200 firm with its highest ranking ever, validating the growth and success we have experienced over the past several years,” added Dave Levine, Managing Partner. “This accolade is a testament to the hard work, dedication, and commitment each member of the firm brings every day and those qualities being the driving forces behind this achievement. This recognition belongs to all of us, and it reflects not just our individual contributions but the collective strength of our organization. Our goal is to continue to build on this momentum and drive towards even greater accomplishments together.”

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