The member agreed to assist a long-standing acquaintance with resolving tax issues. The member took possession of the acquaintance’s documents. After a lengthy period, the member did not assist the acquaintance with resolving the tax issues, and did not communicate with the acquaintance on a timely basis.
The Investigation Committee determined the member contravened the CPABC Code of Professional Conduct as follows:
201.1 – Maintenance of the good reputation of the profession
202.1 – Integrity and due care
The Committee recommended the member
- accept a reprimand;
- pay partial expenses of $1,100 plus GST of $55.00; and
- attend and successfully completes the CPABC course Public Practice Insights.