Topel Forman LLC Tech Stack

Mid-market CPA firm delivering tax, audit, and advisory to high-net-worth and closely-held business clients

Accounting Chicago, IL 51–200 employees Founded 1961 Partnership

Topel Forman is a 60+ year-old CPA partnership operating dual offices in Chicago and Denver, serving high-net-worth individuals, family offices, and mid-market corporations. The tech stack is traditional enterprise infrastructure (Microsoft 365, Cisco, VMware, Active Directory) layered with accounting-specific tools (CCH, QuickBooks) — consistent with a compliance-first practice. Current hiring skews heavily toward finance and tax roles with a mix of senior and entry-level staff, while active projects in state tax strategy, partnership accounting, and Intune/Power Apps automation suggest infrastructure modernization alongside core practice work.

Tech Stack 20 technologies

Core StackVMware Hyper-V Cisco Microsoft Exchange Windows Server Active Directory QuickBooks Intune Power Apps Power Platform Microsoft 365 Group Policy Android iOS CCH Microsoft Office Word Excel Teams PDF

What Topel Forman LLC Is Building

◆Challenges

Maintaining integrity of sensitive client data
Supporting diverse client base
Generating new business opportunities
Complex tax issues
State and local tax compliance
Streamlining data entry processes
Practice expansion
Team process development

▲Active Projects

State tax return preparation for fund-of-fund entities
State nexus filing strategy
Investment partnership project
Recordkeeping system development
Tax extension preparation
Intune enterprise endpoint management implementation
Power apps internal process automation
Equipment inventory tracking

Hiring Activity

Steady20 roles · 7 in 30d

Department

Finance

Engineering

Ops

Seniority

Senior

Intern

Manager

Junior

Staff

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About Topel Forman LLC

Topel Forman provides audit, tax, and advisory services to individuals, family offices, and closely-held to mid-market corporations across two offices (Chicago, IL and Denver, CO). The practice specializes in tax compliance, estate planning, R&D tax credits, employee benefit plan audits, and wealth management for high-net-worth clients. As an independent member firm of Moore North America and the Moore Global Network, the firm operates within a 260+ firm international association. The current footprint spans 51–200 employees with active hiring in audit, tax, and family office services across remote, hybrid, and office-based roles.

HeadquartersChicago, IL

Company Size51–200 employees

Founded1961

Hiring MarketsUnited States

Frequently Asked Questions

What services does Topel Forman offer?

Audit, tax compliance, tax planning, estate tax planning, R&D tax credits, accounting for closely-held businesses, employee benefit plan audits, assurance, and wealth management for individuals, families, and mid-market corporations.

Where are Topel Forman's offices located?

Offices are based in Chicago, IL and Denver, CO. The firm currently hires for remote, hybrid, and office-based positions in audit, tax, and family office services across the United States.