What is SumerPlus?
SumerPlus Business Services and Insurance Agency is an integrated practice that combines tax planning, accounting, and independent Florida 2-15 insurance brokerage so clients are not forced to juggle disconnected advisors.
Frequently Asked Questions
Clear answers about SumerPlus tax, accounting, and insurance services.
What services does SumerPlus offer?
We offer personal and business tax returns, bookkeeping, payroll, entity formation, estimated taxes, tax planning, group employee benefits, life and disability strategies, buy-sell funding, and IRS representation support.
Is the first consultation free?
Yes. Your initial strategy consultation and professional insurance advice from our independent brokerage are free of charge and carry no obligation.
Do you handle both personal and business taxes?
Yes. We prepare personal returns (W-2 through complex income and self-employment) and business filings including Forms 1120, 1120-S, 1065, and Schedule C.
What insurance coverage can you help with?
As an independent Florida 2-15 (Life & Health) brokerage, we design group health and related benefits, executive bonus plans, key-person and buy-sell funding, individual life, and tax-aligned wealth strategies by shopping the open market.
What languages do you support?
Our website and client communications support English, Spanish, and Russian.
How can I contact SumerPlus or follow you online?
Email sumerplusinc@protonmail.com, call 321-353-1287, visit 555 Winderley Place, Suite 300, Maitland, FL 32751, use the contact form on sumerplus.com, or follow us on Instagram at @sumer.plus.