Larry Polan, CPA
Larry Polan, CPA
Principal – Tax & Accounting
Larry Polan joined forces with EagleStone Tax & Wealth Advisors in 2023. As a founding member of Polan & Hollis, he brings more than 40 years of experience to EagleStone in accounting and auditing, taxation, and management consulting for a variety of business, nonprofit and governmental entities. Through his work he has gained extensive knowledge of closely-held businesses in computer consulting, technology, retail, commercial and residential real estate, interstate commissions, investment companies, employee benefit plans, and service industries.
Larry earned a Bachelor of Science in accounting from the University of Maryland, and is a Certified Public Accountant. His professional associations include AICPA (American Institute of Certified Public Accountants); MACPA (Maryland Association of Certified Public Accountants); Health & Life Insurance Agents; and FINRA Registered Representative. He is past chair of the Management of a Certified Public Accounting Practice Committee, MACPA; and past member of the State of Maryland Task Force for Computers in School Systems.
Larry was born and raised in Long Island, New York, and he currently resides in Gaithersburg, Maryland. In his free time, Larry enjoys traveling, family and spending quality time with his wife Mara.
Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
Download our Form CRS (Client Relationship Summary) by clicking here.
Download our ADV brochure by clicking here.
Download our ADV Part 2A brochure by clicking here.
Click here to learn more about our Information Security Program.
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.
© EagleStone Tax & Wealth Advisors 2023. All rights reserved.