Meet Our Advisors

James Toto

James Toto, CPA


Parsippany, NJ | 973.472.6250
[email protected]


  • Bachelor of Science Degree in Accounting, Syracuse University


  • Member and Former President of Middlesex/Sussex Chapter, NJCPA
  • Member, AICPA

Jim joins the firm as a Partner with over 30 years of experience specializing in tax planning and compliance to high-net-worth individuals and families, including estate and retirement planning.  In addition, Jim provides services related to equity-based compensation, after-tax cash flow analysis, and tax analysis of complex investment strategies. 

Daily, he works with entrepreneurs, corporate executives, and family-owned middle-market companies. He also writes articles to demonstrate his expertise and is often quoted in publications for his knowledge in the private client field. 

James is a Certified Public Accountant in New Jersey. On a personal note, James and his wife volunteer at local animal rescues in their spare time. 

Awards & Honors

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