Who We Serve

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Our capabilities and specialized knowledge span many industries, but ultimately, if you have revenue, a partnership with us can help you reach your personal and business goals.


Our mission statement, "Personal Attention, Valuable Results," is at the core of each of our client relationships. It highlights the GMS Surgent commitment to providing constructive communication and delivering impactful results. We actively stay abreast of industry-specific developments to offer customized insights to achieve your goals.


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Real Estate

GMS Surgent offers specialized services to our real estate clients including joint venture structuring, cost segregation assistance, predevelopment tax strategies, operating agreement structuring, 1031, reverse exchange analysis and more.

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Since our inception, general and specialty contractors have relied upon us to make informed business decisions. We provide specialized accounting, tax and consulting services including the implementation of construction-specific tax strategies, job-costing systems design, new entity selection, pension plan audits and more.

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Emerging Technology

Successful planning requires accurate data. In addition to accounting, assurance and tax compliance services for early-stage, start-up or seed companies, we offer assistance with due diligence, financial review, business formation, capital structure, entity selection and more.

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Life Sciences

Our experience in the life sciences industry is unmatched by most accounting firms. In addition to financial detail work, we advise and assist life sciences professionals on strategies to increase office productivity including equipment leasing, computer consulting, new practice setup and more.

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Manufacturing and Distribution

As financial, tax and consulting specialists, we work with private companies throughout the manufacturing sector to address industry-specific challenges, compliance needs and tax practices that extend to services including inventory capitalization, profit contribution analysis, cost reduction programs and more.

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Preferred Individual Client Services Group

We understand the needs of our large base of individual clients. Whether you are an executive at a public company, own a family business or are approaching retirement, we provide customized solutions including tax management, transfer of wealth planning, asset-specific analyses and more.

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Private Equity and Venture Capital

Our services support the needs of private equity firms and their portfolio companies. We understand the risks, intricacies and urgency of due diligence inherent at every stage of the deal process, extending beyond closing. We work closely with your advisors, operations and IT consultants to provide business consulting, transaction support, due diligence, audit, tax and acquisition accounting services.

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Professional Services Firms

GMS Surgent is proactive in identifying opportunities and many of our clients count on us as an essential member of their advisory team. We leverage our own experience in the service industry to bring a comprehensive approach to advice, providing alternative approaches that increase efficiencies, improve systems, workflow, tax planning and business reporting.

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Retail and Consumer Goods

The multi-unit retail industry is one of the most diverse of all industries; as a result, our multi-unit retail and franchise clients require an equally diverse set of services. We work closely with our clients at every step to ensure that they receive timely and accurate financial information, including point-of-sale accounting, pricing and costing systems, tip allocation, budgets, projections and more.

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Trusts and Estates

Every estate planning situation is different. We get to know your unique circumstances and assist with every aspect, including clearly defining estate planning goals, selecting the right estate planning team, managing estate planning documents, overseeing the transfer of wealth and more.

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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.