GMS Lori Toonder

Lori Toonder, MS

PARTNER

Lori earned her Master of Science in Business Administration with a specialization in taxation from the University of Colorado. Shortly after graduating, Lori embarked on her professional career as a staff accountant at GMS Surgent. As she diligently pursued her CPA qualification, she ultimately attained a role as Partner with the firm.

Lori leads GMS Surgent's audit and attestation teams, concentrating on construction, real estate development and non-registered investment companies. Her approach extends beyond financial reporting to provide clients with customized insights to enhance internal quality control processes and solutions to meet challenges.

Lori oversees GMS Surgent’s internal quality control committee that helps ensure the firm and its employees maintain standards and adhere to ethical requirements as governed by the AICPA’s Code of Professional Conduct.

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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.