An executor of the estate of a deceased individual engaged the Member to prepare the individual’s and estate’s tax returns. After receiving a communication from the client which the Member considered insulting, the Member abruptly terminated the engagement which resulted in inconvenience and delays in settling the affairs of the estate.
The Investigation Committee determined the Member contravened the CPABC Code of Professional Conduct following Rules:
201.1 - Maintenance of the good reputation of the profession
202.1 - Integrity and due care
The Investigation Committee recommended the Member:
- Accept a reprimand; and
- Pay expenses of $2,977.