The Member verbally committed to completing a Canadian and foreign personal tax return for an individual. The Member did not complete the returns and failed to adequately communicate with the individual.
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
206.1 - Compliance with professional standards
The Investigation Committee and Member agreed to the following recommendations:
- accept a reprimand;
- pay investigation expenses of $1,981; and
- by October 31, 2026, attends and successfully completes a professional development course on client management which is satisfactory to the Director, Professional Conduct.