James Toto, a CPA with more than three decades of experience specializing in tax planning and compliance to high net worth individuals and families, including estate and retirement planning, has joined Sax LLP as a partner in its Private Client practice, the firm announced Friday.
The appointment of Toto, who will work out of the firm’s Parsippany office, continues the expansion of Sax, which is ranked as one of the nation’s Top 100 accounting firms.
Sax officials said Toto will serve clients in a number of ways, including provide services related to equity-based compensation, after-tax cash flow analysis and tax analysis of complex investment strategies.
“We are thrilled to welcome James to Sax as we continue to grow our Private Client practice,” Sax CEO Joseph Damiano said. “He brings extensive industry knowledge, and we look forward to leveraging his experience to expand our practice.
“James shares our philosophy of providing unparalleled service and is committed to investing the time to understand each client’s particular needs and goals.”
Sax’s Private Client practice excels in providing highly personalized attention to clients. Toto will be a vital asset to the Private Client team that provides tax compliance, document management, recordkeeping, expense and budget management, bill pay and bookkeeping, and family support services.
An active member of the American Institute of Certified Public Accountants, Toto is a member and former president of the Middlesex/Sussex Chapter of NJCPA. He earned a Bachelor of Science in accounting from Syracuse University.
