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Regardless of what you decide to do about getting the owed 2018 fees, this is an ideal opportunity to review the lessons learned and see if you can protect yourself going forward with an new client. ...

I would not do this.

Some of the fees were received in 2017 which is the tax receipt they are entitled to for their tax return. Some of the fees (the ones you are having trouble receiving) are...

I wouldn't do this. It's our responsibility to mail them out if someone isn't in our care any more to their last known address so having it sitting in your possession will show you didn't do that.

I wanted to check with my son who is a lawyer before responding and he's confirmed that this is correct information.

First and foremost - You cannot deny giving her a receipt. The fact she owes...