James Toto

CPA | Partner

James.Toto@WeiserMazars.com | Vcard | High Res Photo | Bio

James has over 19 years of experience providing accounting, auditing, and tax preparation and planning services to high net worth individuals and families. His experience includes time at a Big-4 firm, 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 variety of industries including real estate, insurance and financial services. He specializes in the areas of estate planning, retirement planning, and after-tax cash flow analysis. He has also provided clients with advice and strategies related to stock option analysis. As a partner, James’ broad industry and service knowledge enable him to look beyond the numbers to provide clients guidance on how best to maximize opportunities and uncover tax saving strategies to minimize costs.