Business Details
50+ Years
experience
Your Trusted Tax and Accounting Partner in Chicago & Denver
Topel Forman has been a trusted name in accounting, tax, and advisory services for over 60 years. Founded in 1961 by Bill Topel and Bill Forman, our firm is built on a legacy of integrity, trust, and excellence. Our team of seasoned CPAs and advisors delivers personalized solutions tailored to the unique needs of individuals, families, and businesses across diverse industries. We prioritize proactive planning, staying ahead of evolving tax laws and regulatory changes to ensure our clients remain compliant while optimizing financial outcomes. With offices in Chicago and Denver, we combine national expertise with local insight, serving as strategic partners to help clients navigate complex financial landscapes.Our commitment to fostering long-term relationships is rooted in a culture of collaboration, innovation, and community engagement. We believe in empowering clients through education and transparency, ensuring they are equipped to make informed decisions. Recognized as an Inside Public Accounting Top 200 firm and a multi-time AccountingToday regional leader, our accolades reflect our dedication to delivering world-class service. From tax planning and audit assurance to family office and wealth management, we provide comprehensive solutions designed to drive growth, preserve wealth, and secure lasting success for our clients.
Services
Tax Services
Family Office
Wealth Management
Consulting
Accounting & Assurance
R&D Tax Credits
Estate Planning
Business Tax Services
Audit & Assurance
Financial Planning
Details
- Year established: 1961
Highlights and features
- We offer 60+ years of experience in accounting and tax advisory services.
- Our personalized approach ensures tailored solutions for unique client needs.
- Industry-specific expertise across construction, real estate, technology, and more.
- Recognized as a Top Workplace for our collaborative and innovative culture.
- Commitment to community through charitable initiatives and corporate citizenship.
Associations and certifications
- Inside Public Accounting Top 200 firm
- AccountingToday regional leader
- Top Workplace
Services
Tax Services
Topel Forman provides comprehensive tax planning, preparation, and compliance services for individuals and businesses. Our experts stay current with evolving tax laws to ensure accurate filings and strategic optimization. We specialize in minimizing liabilities while maximizing returns through personalized strategies tailored to each client's financial goals.
Family Office
Our family office services offer consolidated accounting, tax planning, and legacy preservation for high-net-worth families. We create customized structures to manage financial affairs, coordinate with external advisors, and ensure multi-generational wealth transfer with continuity and strategic oversight.
Wealth Management
We deliver holistic wealth management solutions integrating tax-smart investment strategies, estate planning, and asset management. Our collaborative approach aligns financial goals with long-term security, leveraging expertise in risk mitigation and intergenerational wealth transfer to build sustainable financial futures.
Consulting Services
Topel Forman offers strategic consulting for compliance, financial management, and regulatory adaptation. Our advisors help businesses navigate complex markets through mergers and acquisitions analysis, succession planning, and industry-specific solutions tailored to sectors like construction, real estate, and technology.
Audit & Assurance
We provide audit and assurance services focused on strengthening internal controls and enhancing financial reporting transparency. Our tailored engagements include employee benefit plan audits, internal control reviews, and compliance assessments to support informed decision-making and regulatory adherence.
People
David Levine
Managing Partner
David Levine leads Topel Forman's strategic direction with over 30 years of experience in accounting and client relations. He champions a client-first philosophy, ensuring services align with evolving industry standards while fostering a culture of innovation and collaboration.
Christine Ludwig
Member/Partner
Christine Ludwig specializes in tax advisory services for high-net-worth individuals and businesses. With expertise in estate planning and compliance, she delivers tailored strategies to optimize financial outcomes while maintaining regulatory adherence for clients nationwide.
Steven A. Hueffner
Member/Partner
Steven Hueffner oversees family office services, providing multi-generational wealth management solutions. His focus on personalized client engagement ensures families receive coordinated financial planning, tax optimization, and legacy preservation strategies aligned with their unique needs.
Thomas Drennan
Member/Partner
Thomas Drennan leads consulting engagements, specializing in mergers and acquisitions analysis and business succession planning. He helps clients navigate complex regulatory environments with strategic advisory services designed to drive growth and operational efficiency.
Jason Glickley
Member/Partner
Jason Glickley directs audit and assurance services, focusing on financial statement accuracy and internal control optimization. His expertise ensures clients meet compliance standards while gaining actionable insights to improve financial reporting and operational transparency.
Questions
What services does Topel Forman offer?
We provide accounting, tax planning, audit assurance, family office, wealth management, consulting, and R&D tax credit services tailored to individuals and businesses across industries.
How long has Topel Forman been in business?
Topel Forman has served clients for over 60 years, established in 1961 with a legacy of integrity and expertise in accounting and financial advisory.
Which industries does Topel Forman specialize in?
We specialize in construction, real estate, technology, manufacturing, private equity, professional services, and not-for-profit sectors, offering industry-specific tax and advisory solutions.
What makes Topel Forman different from other firms?
Our personalized approach, 60+ years of experience, and commitment to collaboration set us apart. We combine national expertise with local insight to deliver tailored financial solutions.
Does Topel Forman offer virtual services?
Yes, we provide flexible virtual consultations and digital tools to support clients nationwide, ensuring accessibility and continuity of service regardless of location.
Reviews (1)
Stuart Gethner
Feb 02, 2016
Report
Anyone can file a tax return. For the past three years we have worked with Jason Glickley and his associates. The various issues that we have experienced growing our business is riddled with tax questions and issues. Jason & staff are diverse as they are deep in quality taxation representation.
