The Member agreed to prepare a personal tax return for a client. When a dispute arose concerning the payment of amounts owing to the Member by the client, the Member did not act in a professional manner and did not file the client’s tax returns.

The Investigation Committee determined that the Member contravened the following Rules of the CPABC Code of Professional Conduct:

201.1 - Maintenance of the good reputation of the profession
202.1 - Integrity and due care

The Committee recommended that the Member:

  1. accept a reprimand;
  2. pay investigation expenses of $5,581; and
  3. complete a professional development course in practice management which is satisfactory to the Director, Professional Conduct.