Fraud Claims and Client Trust
from Federal Tax Updates Hosted by Roger Harris, EA and Annie Schwab, CPA
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 (03:59) - Communicating with clients at the start of the pandemic (07:40) - Making information available as a service to the community (09:32) - Transitioning to a remote work model (16:47) - Handling client expectations around ERC (26:11) - Preparing for audits and potential repayment (35:40) - Importance of staying informed on programs like ERC (42:37) - IRS guidance delaying Form 1099-K requirement Get NASBA Approved CPE or IRS Approved CE Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode. Connect with Dave https://www.linkedin.com/in/dave-gribben-52439961 Connect with the Hosts on LinkedIn Roger Harris Annie Schwab Review Leave a review on Apple Podcasts or Podchaser Subscribe Subscribe to the Federal Tax Updates podcast in your favorite podcast app! 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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Chapters
- 0:00 Welcome To Federal Tax Updates
- 3:59 Communicating with clients at the start of the pandemic
- 7:40 Making information available as a service to the community
- 9:32 Transitioning to a remote work model
- 16:47 Handling client expectations around ERC
- 26:11 Preparing for audits and potential repayment
- 35:40 Importance of staying informed on programs like ERC
- 42:37 IRS guidance delaying Form 1099-K requirement
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