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Jason O'Halloran > CA, CFP, TEP, CPA

Get to know Jason O'Halloran...

Professional Experience

Client Service Partner, S+C Partners LLP, 2000 to present; Responsible for a client base including businesses in the following industries: Professionals, financial, insurance, manufacturing, warehousing, architectural practices, construction and real estate, film and theatre, and other services; Developed a United States tax practice, involving both individual and corporate US taxation. Client work primarily includes immigration and emigration issues, US subsidiaries of Canadian entities, Canadian subsidiaries of US entities, taxation and financial planning for US citizens living both in Canada and the US, corporations based off-shore and owned by US citizens.

 

Professional Organizations and Educational Achievements

Certified Public Accountant, 2004

Trust and Estate Practitioner, 2003;

Certified Financial Planner, 1999;

Chartered Accountant , 1995;

Bachelor of Accounting, Brock University, 1995.

 

Activities and Memberships

CPA Canada, 1991 to present;

Financial Planners Standards Council, 1999 to present;

Society of Trust and Estate Practitioners, 2003 to present;

Illinois CPA Society, 2004 to present;

Own and operate a seasonal Christmas tree farm;

Member, Islington Golf Club



News Ledger
June 12th. 2017
Dying without a Will

June 5th. 2017
Employer Health Tax Changes

May 10th. 2017
Investing your tax refund



Our Service Team CLIENT SERVICE PARTNERS

Paul Keul, CPA, CA, TEP
Curtis Link, CPA, CA, TEP
Jason O'Halloran, CA, CFP, TEP, CPA
Kalin McDonald, CPA, CA
Greg Rawn, CPA, CA, CBV
Michael Rayner, CPA, CA
Greg Koniecek, M. Sc.

Client Service Managers

Agata Koniecek, M. Arch.
Jimmy Lee, CPA, CGA
Annick Ouellet, CPA, CA
Jack Ziolek, B.Sc.
Stephen Myers, CPA, CA
Amanda Parker, CPA, CA
Andrea Robey, CPA, CA, CFP
Shaun Wilson, CPA, CA
Kristen Harner, CPA,CA
Denise Schofield, CPA,CGA
Priyanka Rastogi, CPA, CA, CPA (New Jersey)

 

 

We Have Solutions Our Tribute

At S+C Partners we take a holistic view of our client relationships to ensure that our clients needs are met on a timely basis.
S+C Partners LLP provides full service accounting services including assurance,  taxadvisory  and information technology  to support our clients financial commitments, minimize tax liabilities, optimize profitability and automate business processes to clients in Mississauga and the Greater Toronto Area.

Taxation   Assurance   Advisory   ERP Solutions   Disaster Recovery   Business Continuity   Microsoft Dynamic Navision / NAV

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