We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Resources for Businesses My BBB
Share
Business Profile

Tax Return Preparation

Surgent Holding Corporation

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Tax Return Preparation.

Visit Website(800) 778-7436Email BusinessWrite a Review

About

Overview

Own this business?

Surgent Holding Corporation

237 W Lancaster Ave

Devon, PA 19333-1592

Get Directions

Years in Business: 40

BBB Accreditation & Rating

Surgent Holding Corporation is NOT a BBB Accredited Business.

To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

Why choose a BBB Accredited Business?

BBB Rating

A-

Reasons for rating

  • Failure to respond to 1 complaint(s) filed against business
How are BBB ratings calculated?

About This Business

Surgent Professional Education (formerly Surgent McCoy) is an independent provider of continuing education for CPAs and other financial professionals in the United States. They deliver their Surgent CPE programs to CPAs and other practitioners through live webinars, on-demand webcasts and downloadable self-study programs. They also offer on-site seminars for private businesses and public seminars delivered in partnership with state societies. Surgent CPE awards CPE credits. Surgent CPE also services enrolled agents and IRS programs for tax preparers. Surgent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of CPE on the National Registry of CPE Sponsors and as a QAS Self-Study provider. Each of their courses is accepted for CPE credit in all 50 states.

Business Details

Local BBB:
BBB serving Metro Washington DC, Metro Philadelphia & Eastern Pennsylvania
BBB File Opened:
9/25/2014
Business Started:
1/1/1985
Business Started Locally:
12/9/2013
Business Incorporated:
12/9/2013
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Surgent Professional Education
Surgent
Surgent McCoy
Surgent McCoy CPE, LLC
Business Management:
Mr. Stephen Johnson, Vice President of Finance
Mr. Evan Kramer, President & CEO

Additional Contact Information

Principal Contacts
Mr. Evan Kramer, President & CEO
Customer Contacts
Mr. Stephen Johnson, Vice President of Finance
Fax numbers
Primary Fax: (610) 688-3977
Additional Email Addresses
Primary: Email this Business
Additional Websites
Website 1

Additional Information

Business Categories
Tax Return Preparation

Industry Tip

image description not provided by submitter
BBB Tip: How to choose a tax preparer in the U.S.

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

Featured Content

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.