MAA is a service for tax professionals wishing to integrate financial services into their existing accounting practice.  As such, it provides a structure and process for associated members to become licensed and versed in product offerings.  They are then able to go forward to implement their financial planning suggestions for their clients.

MAA is specifically structured to respond to the needs and demands of accountants as they move through their business year, servicing their clients. Through MAA, tax professionals are able to provide ‘value-added’ service to their tax clients, allowing them to translate their advice directly to the financial vehicles that most appropriately meet their client’s needs.  MAA is tailored for flexibility, giving tax professionals the time to devote to taxes, or financial services, as the demands of their business require.

All Maine Accountants Alliance financial advisors offer a financial needs analysis to clients, and on the basis of the results of the analysis, identify financial needs and products suitable for each client.  Advisors at MAA are licensed through both state and federal licensing agencies in the areas necessary to provide the various products offered through MAA, including debt restructuring, insurances, and investments. 

Maine Accountants Alliance is a licensed loan broker through the state of Maine.  This allows financial advisors at MAA to originate and process loans as loan officers.  As a broker, MAA has flexibility regarding both the loans we are able to offer, as well as their pricing.  Through our association with various lenders, we are able to offer competitive pricing, while maintaining a customized and personalized service.  Throughout the process of restructuring debt, we act as facilitators and advisors, and create a positive experience for clients as we seek to help them bring their debt under control.

Additionally, Maine Accountants’ Alliance is licensed as an insurance agency through the state of Maine.  As an insurance agency, we are able to provide a wide range of life and long-term care insurance products designed to protect our clients as they move through the various phases of their financial lives. 

Through our relationship with Northern Capital Securities Corporation, our broker -dealer, we are able to direct our client's investment interests utilizing a wide array of financial instruments from both the retail and institutional side.  MAA can actively facilitate funding of estate planning, trusts, retirement planning, short and long-term investments, and educational accounts. 

Finally, Maine Accountants Alliance, Inc. is licensed as an Investment Advisor through the state of Maine.  Licensed representatives have the capability to offer investment advice, and managed accounts, providing yet another avenue for appropriate client services.