December 19, 2023

Fraud Claims and Client Trust

49 minutes

Dave Gribben shares insights on how his firm navigated ERC complexities through client communication, staff training, and establishing trust to overcome questionable third-party fraud claims.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips

(00:00) - Welcome To Federal Tax Updates

(04:14) - Communicating with clients at the start of the pandemic

(07:55) - Making information available as a service to the community

(09:47) - Transitioning to a remote work model

(17:02) - Handling client expectations around ERC

(26:26) - Preparing for audits and potential repayment

(36:42) - Importance of staying informed on programs like ERC

(43:39) - IRS guidance delaying Form 1099-K requirement

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Connect with Dave
https://www.linkedin.com/in/dave-gribben-52439961

Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab

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This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

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By Roger Harris, EA and Annie Schwab, CPA

4.9

3232 ratings

December 19, 2023

Fraud Claims and Client Trust

49 minutes

Dave Gribben shares insights on how his firm navigated ERC complexities through client communication, staff training, and establishing trust to overcome questionable third-party fraud claims.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips