Built on Family. Run for Family.

Polanco Advisory Group was founded by Bradley Polanco and Katherine Viera — a husband-and-wife team building the bilingual financial advisory firm they wished their own families had access to growing up. Lawrence, MA. Bilingual EN/ES/PT.

Founders

Two People. One Mission.

Bradley Polanco

Founder & Principal Advisor

Bradley founded Polanco Advisory Group after years of preparing taxes for friends, family, and neighbors in his Dominican-American community in the Merrimack Valley — and watching too many immigrant business owners get charged premium prices for sub-premium service by accountants who didn't speak their language and didn't understand the constraints they faced. He set out to build the firm he wished his own family had had: bilingual, transparent, year-round, and built around long-term partnership rather than April 15th transactions.

Credentials & Experience

IRS Electronic Return Originator (ERO) — PIN 27235
Drake Tax authorized preparer
QuickBooks Online Accountant
Republic Refund partner (bank product)
Shopify Partner · Wix Icon Partner · VistaPrint Partner
MassTaxConnect & CFPB portal certified user
Languages: English (native) · Spanish (native) · Portuguese (working)

Katherine Viera

Co-Founder · Operations & Client Care

Katherine co-founded Polanco Advisory Group and leads operations and client care. Bilingual in English and Spanish, she's often the first voice clients hear when they reach out — and the relationship anchor for the families who trust PAG with their finances. Behind every Latino business is usually a partner managing the books at home, fielding the calls from the IRS, and translating the small-print into something the family can act on. Katherine knows that role personally, which is why client care at PAG isn't a department — it's the foundation.

Areas of Focus

Client onboarding and document collection
Bilingual EN/ES communication and scheduling
Office operations and client experience
Community relationships across the Merrimack Valley

What We Believe

The Firm We Wish We'd Had.

Bilingual is the baseline, not a feature.

Spanish, English, and Portuguese are how we work — not a marketing line. Every document, every disclosure, every conversation in the language the client thinks in.

Transparent pricing isn't a risk.

We publish our prices because we believe families deserve to compare and plan without a sales call. No competitor in Lawrence does this. We think that's the wrong default.

Your business credit is worth more than your tax return.

Most accountants stop at the 1040. We build the long-term financial profile — business credit, structure, payroll, and personal credit — that compounds into real wealth.

Year-round, not April 15th.

Real financial advisors don't disappear after tax season. We're available every quarter, every deadline, every decision — by phone, email, WhatsApp, or in person.

Want to Work With Us?

Book a free consultation. We'll listen first, then talk about what's possible.

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