Meet GMS Surgent

  • Personal Attention

  • Valuable Results

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Each of our clients is an individual — no matter how you file, the human connection is at the core of that interaction. Our role is to personally connect with, educate and guide business owners and families.

— BRIAN GALLAGHER, PARTNER

GMS Surgent is a mid-sized, full service CPA and advisory firm focused on providing some of the top solutions for both personal and professional needs. For over 40 years, our team has forged strong relationships with clients including individuals and businesses that span a broad range of industries. Named on Accounting Today’s “The Best Accounting Firm to Work For 2022” list, our team takes pride in going beyond the scope of traditional accounting services to help achieve our clients’ goals.

OUR CORE PHILOSOPHIES:

  • CLIENT-CENTRIC, NOT PRODUCT CENTRIC
    We don’t just produce tax returns and financial statements. We help clients understand their long-term goals and guide them on strategies to get there.

  • A BUSINESS OWNER MINDSET
    Our first-hand experience in business ownership provides us with valuable insight to steer clients.

  • A CULTURE OF EDUCATION
    We define ourselves as an education-based firm, teaching our clients to improve the quality of their processes.

  • AN EMPHASIS ON EMPLOYEE DEVELOPMENT
    Our home-grown employee base often starts with us out of college, possesses some of the top academic credentials and is encouraged to continue their education through professional, academic and community activities.

  • COMPELLING TECHNOLOGY
    We operate with the latest and greatest technology that supports our team and our clients.

LEARN MORE ABOUT WHAT WE BELIEVE SETS US APART
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"GMS Surgent” is the brand name under which GMS Surgent, LLC and GMS Surgent Advisors, LLC provide professional services. GMS Surgent, LLC and GMS Surgent Advisors, LLC are independently owned firms that practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. GMS Surgent, LLC is a licensed CPA firm that primarily provides attest services. GMS Surgent Advisors, LLC provides tax and business consulting services and does not provide investment advisory services. GMS Surgent Advisors, LLC is not a licensed CPA firm nor a registered investment advisor.