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Mosaic is an art form that requires patience, planning and long-term commitment. The artist must imagine the big picture while simultaneously placing each small tile with precision.

The image that Mosaic evokes—many pieces coming together to form a larger picture—is truly an apt metaphor for who we are as a firm. We bring together people, information and expertise in order to create a comprehensive financial picture for our clients. Of course we are tax specialists, but we regularly work in conjunction with financial advisors, estate attorneys, insurance brokers and other experts. We believe in the power of teamwork to best benefit our clients. If you don’t yet have these other professionals in your corner, we are happy to give some referrals to begin the process.