squaresJames Toto
Partner

James has over 22 years of experience providing accounting, and tax preparation and planning services to high net worth individuals and families. His experience includes time at a Big 4 firm and regional and boutique firms, giving him a unique perspective on clients from a wide variety of backgrounds ranging from entrepreneurs to corporate executives, from family owned middle-market companies to larger, more complex multi-national organizations. James has in-depth knowledge of a broad array of industries including real estate, manufacturing & distribution and financial services.

He specializes in estate planning, retirement planning, and after-tax cash flow analysis. He also provides clients with advice and strategies related to stock option analysis. James’ industry and service knowledge enable him to look beyond the numbers to deliver guidance on how best to maximize opportunities and uncover tax saving strategies to minimize costs.

He is a member of the American Institute for Certified Public Accountants, and a Past-President of the Middlesex/Somerset Chapter of the New Jersey Society of Certified Public Accountants. He graduated from Syracuse University with a BS in Accounting.

Industry Expertise

  • Entrepreneurs
  • Corporate Executives
  • Family owned companies
  • Middle and Larger Market Companies
  • Complex Multi-National Organizations

Service Specialties

  • Tax Preparation and Planning Services to high-net worth individuals and families
  • Accounting, Auditing, and Assurance

Licenses & Certifications

  • Certified Public Accountant, New Jersey

 

Recent Media Coverage
Seven Steps to Get Your Retirement Savings Under ControlMidJersey Business, June 2014
“NY Same Sex Marriage Creates Tax Complications,” Family Wealth Reports, September 2011
“Careful Planning Needed for Same Sex Couples,” Family Wealth Reports, September 2011
“Taking Care Of The Company And The Kids,” Dow Jones, September 2011
“The $13,000 adoption tax credit is back!” CNNMoney.com, February 2012
“Beware the pitfalls of tax season, CPAs warn,” Star Ledger, February 2012
“Accountants gather to answer your tax questions,” New Jersey CPA, March 2012




squaresJames Toto
Partner

James has over 22 years of experience providing accounting, and tax preparation and planning services to high net worth individuals and families. His experience includes time at a Big 4 firm and regional and boutique firms, giving him a unique perspective on clients from a wide variety of backgrounds ranging from entrepreneurs to corporate executives, from family owned middle-market companies to larger, more complex multi-national organizations. James has in-depth knowledge of a broad array of industries including real estate, manufacturing & distribution and financial services.

He specializes in estate planning, retirement planning, and after-tax cash flow analysis. He also provides clients with advice and strategies related to stock option analysis. James’ industry and service knowledge enable him to look beyond the numbers to deliver guidance on how best to maximize opportunities and uncover tax saving strategies to minimize costs.

He is a member of the American Institute for Certified Public Accountants, and a Past-President of the Middlesex/Somerset Chapter of the New Jersey Society of Certified Public Accountants. He graduated from Syracuse University with a BS in Accounting.

Industry Expertise

  • Entrepreneurs
  • Corporate Executives
  • Family owned companies
  • Middle and Larger Market Companies
  • Complex Multi-National Organizations

Service Specialties

  • Tax Preparation and Planning Services to high-net worth individuals and families
  • Accounting, Auditing, and Assurance

Licenses & Certifications

  • Certified Public Accountant, New Jersey

 

Recent Media Coverage
Seven Steps to Get Your Retirement Savings Under ControlMidJersey Business, June 2014
“NY Same Sex Marriage Creates Tax Complications,” Family Wealth Reports, September 2011
“Careful Planning Needed for Same Sex Couples,” Family Wealth Reports, September 2011
“Taking Care Of The Company And The Kids,” Dow Jones, September 2011
“The $13,000 adoption tax credit is back!” CNNMoney.com, February 2012
“Beware the pitfalls of tax season, CPAs warn,” Star Ledger, February 2012
“Accountants gather to answer your tax questions,” New Jersey CPA, March 2012



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