Toto joins Sax as a partner in the firm’s private client practice

James Toto, a CPA with more than three decades of experience specializing in tax planning and compliance for high net worth individuals and families, including estate and retirement planning, has joined Sax LLP as a partner in his private client practice, the company announced on Friday.

The appointment of Toto, who will work in the firm’s Parsippany office, continues the expansion of Sax, which is ranked among the top 100 accounting firms in the country.

Sax officials said Toto will serve its clients in a number of ways, including providing services related to equity compensation, after-tax cash flow analysis and tax analysis of complex investment strategies.

“We are delighted to welcome James to Sax as we continue to grow our Private Client practice,” Sax CEO Joseph Damiano said. “He brings deep 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 time in understanding each client’s unique needs and goals.”

Sax’s private client practice excels in providing highly personalized attention to clients. Toto will be a critical asset to the Private Client team providing tax compliance, document management, record keeping, expense and budget management, bill payment and bookkeeping services, and of family support.

An active member of the American Institute of Certified Public Accountants, Toto is a member and past president of the Middlesex/Sussex chapter of the NJCPA. He earned a Bachelor of Science in Accounting from Syracuse University.

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