JACK

John M. Surgent, MT, CPA
Jacks@gmssurgent.com
Direct Dial: 484-687-4707

Jack is a graduate of Villanova University and holds a Masters in Taxation from Villanova School of Law. A managing member at GMS Surgent, Jack services clients ranging from high net worth individuals to closely held businesses. He specializes in the areas of mergers and acquisitions, financial statement preparation and taxation for individuals and businesses representing the construction, real estate, wholesale distribution and manufacturing industries among others.
 
Through his extensive experience as a GMS Surgent managing member, Jack recognized a shared need for better banking amongst his clients, colleagues and friends. As a result, he established Continental Bank in 2005 with the goal of providing quality banking for likeminded members of the local business community. Jack is also regarded as the nation’s foremost tax expert and he delivers many continuing professional education training sessions a year to CPAs nationwide.
 
Jack involves himself closely with his clients; engaging in business, establishing friendships and using his knowledge and expertise to significantly contribute to their success. Jack’s achievements have been rightfully acknowledged by others, earning him numerous awards for his professional teaching in the area of taxation. In 2006, he accepted a position on the accounting advisory board for Villanova University. In addition, he has been elected Chairman of the Franciscan Ministries Foundation.
 
Personally, Jack is married with 3 children and 4 grandchildren. He enjoys vacationing at his second home in Whistler, British Columbia, boating on the Chesapeake or enjoying family dinners at home in Villanova.
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