Fraud Claims and Client Trust

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.

Padgett -  Contact Padgett or Email Jeff Phillips

  • (00:00) - Welcome To Federal Tax Updates
  • (04:30) - Communicating with clients at the start of the pandemic
  • (08:11) - Making information available as a service to the community
  • (10:03) - Transitioning to a remote work model
  • (17:18) - Handling client expectations around ERC
  • (26:42) - Preparing for audits and potential repayment
  • (36:54) - Importance of staying informed on programs like ERC
  • (43:51) - IRS guidance delaying Form 1099-K requirement

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

Creators and Guests

Annie Schwab, CPA
Annie Schwab, CPA
Franchisee Operations Manager at Padgett Business Services
Roger Harris, EA
Roger Harris, EA
President at Padgett Business Services
Dave Gribben
Dave Gribben
Dave joined the Padgett Business Advisors Barrington® family in 2011. The reason for his move to Padgett was clear: It offered him access to some of the best tax minds in America while providing systems and people with outstanding service and support, allowing him to help his clients succeed. Dave graduated from Northwestern University and earned an EMBA from Case Western Reserve University, receiving a Distinction in Academic Excellence. Dave has more than 20 years of experience in a broad range of positions, from finance, mergers & acquisitions, and operations to sales and marketing. Over the years, he’s worked with small business startups, long-time family businesses, and large, multinational corporations. In addition, Dave has served in an adjunct faculty role at the Weatherhead School of Management at Case Western Reserve University, and he has taught multiple classes in Entrepreneurship and Business Management. Dave is passionate about using his background and experience to help his small business owners create stronger, more profitable businesses. He understands the importance of building meaningful and productive relationships, and he knows that his role involves more than just providing clients with information.
Fraud Claims and Client Trust
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