The Member was retained by a client to complete and file a tax credit application.  The Member did not complete the application on a timely basis and did not adequately communicate with the client.  Further, during the course of the investigation, the Member did not cooperate with the investigator.

The Investigation Committee determined the Member contravened the CPABC Code of Professional Conduct as follows,

101.1 – Compliance with governing legislation, bylaws, regulations and the Code

104.1 – Requirement to co-operate

201.1 – Maintenance of the good reputation of the profession

202.1 – Integrity and due care

The Committee recommended the Member:

  1. Accept a reprimand;
  2. Pay a fine of $1,000; and
  3. Pay expenses of $2,395.