Topel Forman Continues to Shine in Accounting Today’s Annual Rankings

Tax, Audit, Firm and Regulatory News

Posted on March 20, 2025

We are honored to have been named a Firm to Watch and Regional Leader in Accounting Today’s annual ranking of the leading national and local firms—marking this our third consecutive year on the list.

This recognition reflects our continued independent growth, dedication to excellence, and commitment to our clients and colleagues. Accounting Today’s rankings not only highlight top firms but also provide in-depth data analysis and insights from industry leaders on key challenges and strategies for success in 2025 and beyond.

We remain focused on delivering world-class client service, embracing technology-driven solutions, and fostering a culture of collaboration and professional development. We are incredibly proud of our team and grateful to our clients who make this achievement possible.

Newly married this year? The tax changes couples miss

Jun 30, 2026

Getting married triggers significant tax changes that catch many couples off guard, from a new filing status that takes effect the moment you say “I do,” to withholding gaps that can result in an unexpected tax bill in April. Beyond filing and withholding, newlyweds also need to address name and address updates, healthcare coverage decisions, HSA eligibility changes, and dependent-related credits before year-end. Tackling these adjustments proactively, rather than waiting until tax season, helps couples avoid penalties, protect their refunds, and start their financial life together on solid footing.

The Kwong Decision and Refund Opportunities

Jun 23, 2026

The Kwong decision may have opened a window — but it’s closing fast. In this conversation, William Hendrick breaks down what the case means for taxpayers who paid penalties and interest during the COVID federal disaster period, who should be looking at their records right now, and what practitioners need to know before the July 10, 2026 deadline.

Retirement readiness in any economy: how to know when you’re truly prepared

Jun 2, 2026

There’s no perfect time to retire, but with the right planning, you can feel prepared in any economy. Learn how to evaluate your readiness, manage timing risks, and build a retirement plan that lasts.