Business Details
27 Years
experience
Trusted Accounting and Business Consulting Services in New Jersey
Source Financial Group has been dedicated to advancing personal and business financial success for over two decades. Founded in 1999 by Richard Plishka, our firm evolved from a tax preparation service into a comprehensive financial solutions provider. With 25+ years of executive leadership experience managing businesses from $5 million to $100 million in revenue, Mr. Plishka brings unparalleled expertise in tax advisory, business consulting, and fiduciary services. Our team combines deep industry knowledge with personalized approaches to address complex financial challenges. We specialize in tax resolution, business planning, and financial strategy for both individuals and organizations across diverse sectors including retail, healthcare, and non-profits.Backed by certifications from the National Association of Tax Professionals and American Society of Tax Problem Solvers, we maintain rigorous professional standards. Our commitment extends beyond financial services through active community involvement with organizations like the NJ Autism Center of Excellence. As licensed insurance agents and certified signing professionals, we offer integrated solutions that address both immediate needs and long-term objectives. Our multi-faceted experience as former retail executives and business owners enables practical, results-driven guidance. Whether supporting startups or established enterprises, we prioritize transparency, ethical practices, and measurable outcomes in every client relationship.
Services
Tax Advisory
Business Consulting
Accounting Services
Estate Planning
Notary Services
Business Formation
Tax Resolution
Financial Coaching
Details
- Year established: 1999
Highlights and features
- 25+ years of executive business leadership experience
- Certified Tax Advisors with industry-specific expertise
- Integrated financial and insurance solutions
- Proven track record with startups and established businesses
- Active community involvement and ethical standards
Associations and certifications
- National Association of Tax Professionals
- American Society of Tax Problem Solvers
- National Notary Association
Services
Tax Advisory
Our tax advisory services combine deep regulatory knowledge with practical business experience to optimize tax outcomes. We assist individuals and businesses with strategic tax planning, compliance, and reporting requirements. Our team stays current with evolving tax codes to ensure accurate filings while identifying legitimate opportunities for tax savings.
Business Consulting
We provide comprehensive business consulting covering formation, growth strategies, and operational efficiency. Services include business plan development, profitability analysis, and market expansion strategies. Our consultants leverage decades of executive experience managing multi-million-dollar enterprises to deliver actionable insights for sustainable growth.
Accounting Services
Our accounting services cover bookkeeping, financial statement preparation, and cash flow management. We help businesses maintain accurate financial records while providing actionable insights through profit & loss statements and balance sheet analysis. Our systems ensure timely reporting for informed decision-making.
Tax Resolution
We specialize in resolving complex tax issues including back taxes, liens, and wage garnishments. Our certified professionals negotiate with tax authorities to establish payment plans and reduce liabilities. We provide strategic solutions for income, payroll, and sales tax disputes with proven results.
Estate Planning
Our estate planning services help protect assets and ensure smooth wealth transfer. We assist with wills, trusts, and probate planning while considering tax implications. The service integrates with our tax expertise to create comprehensive strategies for long-term financial security.
People
Richard Plishka
Founder & Senior Consultant
25+ year retail executive with Fortune 500 experience, former franchisor principal, and certified tax professional. Serves on multiple non-profit boards while leading business development initiatives.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, cash flow analysis, and tax compliance services tailored to small business needs.
Can you help with business formation and registration?
Yes, we assist with LLC, S-Corp, and non-profit formations including state registration and tax ID applications.
Do you offer tax resolution services for past due taxes?
We specialize in resolving back taxes, payment plans, and tax debt negotiations with federal and state agencies.
What industries do you specialize in?
We serve retail, healthcare, non-profits, import/export, and entertainment industries with tailored financial solutions.
Are your consultants certified professionals?
Our team includes certified tax advisors, licensed insurance agents, and certified signing professionals with industry certifications.
What are your office hours for consultations?
We're available Monday-Friday 10am-5pm with Saturday appointments available upon request.
Reviews (1)
Ralph Pearson
Jan 10, 2019
Report
Excellent they solved my tax situation 2 years ago and have been using them since, Reasonable Priced. I highly recommend.
