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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; Jason is responsible for a client base that include businesses in the following industries: 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
March 12th. 2018
Technical Failure in Charitable Giving Provisions at Death

February 28th. 2018

February 22nd. 2018
2017 T1 Checklist


Paul Keul, CPA, CA, TEP
Greg Koniecek, M. Sc. IT
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

Client Service Managers

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



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At S+C Partners, we take a holistic view of client relationships by providing a full range of services including assurance, tax, advisory and information technology to support our clients’ financial commitments, minimize tax liabilities, optimize profitability and automate business processes.

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