The Member was retained by a client to prepare and file a client’s personal income tax return. When the client had follow-up questions concerning the return, the Member did not act with courtesy and respect and in a manner which will maintain the good reputation of the profession and serve the public interest.
The Investigation Committee determined that the Member contravened Rule 201.1 of the CPABC Code of Professional Conduct (Maintenance of the good reputation of the profession).
The Committee recommended that the Member:
- accept a reprimand;
- pay investigation expenses of $2,216.