Facts: Our client, MF (“Client”), hired the Firm to help him defend against investigations into his personal and firm licenses by the Texas State Board of Public Accountancy (the “Board”) because of complaints filed by a former client regarding bookkeeping and tax services. The Firm drafted a narrative Response and a Supplemental Response to the complaints with multiple exhibits attached explaining to the Board that there were no errors regarding bookkeeping or tax services and none of the complaints were based on violations of statutes or rules. The Response pointed out that the Complainant was retaliating based on being terminated as a client.
Outcome: The Behavioral Enforcement Committee determined that Client’s conduct did not warrant or support sanctions for violations of the Public Accountancy Act or the Board’s rules, and both complaints were dismissed with no sanctions against either of Client’s licenses.
December 2022