What We Do

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There are still accountants who gather information, make journal entries and hand them back with no explanation — we work with our clients throughout the year to improve their overall quality by diagnosing problems and offering real-world solutions. It's harder to teach, but in the long-run, we believe it's better for the health of the organizations we service.

— LAUREN ADAMSKI, PARTNER

At GMS Surgent, we pride ourselves on thorough accounting, auditing, tax and consultation practices. Our holistic approach extends beyond that of a traditional CPA firm to include business and financial advisory services as well as estate and trust work, oftentimes, resulting in substantial savings of time and money. The benchmark of our service is an emphasis on personal attention and valuable results steeped in a deep understanding of financial reporting and business operations.

Our commitment to quality coupled with vast experience and clear communications empowers clients to make informed decisions about the present, so that they are optimally positioned for the future. Goals, family circumstances and businesses may change. Our commitment to exceeding expectations does not.

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TAX STRATEGIES & COMPLIANCE

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ACCOUNTING & ASSURANCE

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BUSINESS ADVISORY SERVICES

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INDIVIDUAL ADVISORY SERVICES

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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.