Fraud Claims and Client Trust
Federal Tax Updates · Roger Harris, EA and Annie Schwab, CPA
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Show Notes
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.
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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
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Roger Harris
Annie Schwab
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