Surviving a Cyber Attack

In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her firsthand account of how the breach unfolded, the steps she took to respond, and the lessons she learned along the way. She offers valuable insights into the importance of having a robust cybersecurity plan, the critical role of communication with clients, and the need to be proactive in protecting sensitive client information.

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  • (00:00) - Welcome to the Federal Tax Updates Podcast
  • (01:30) - Introducing Our Guest: Catharine Madeley
  • (03:26) - The Harrowing Tale of a Data Breach
  • (04:29) - The Initial Discovery and Immediate Response
  • (14:36) - Navigating the Aftermath: Investigation and Recovery
  • (23:42) - Reflections and Lessons Learned from the Cybersecurity Incident
  • (25:58) - The Aftermath of a Data Breach: A Personal Account
  • (26:45) - Law Enforcement's Response to Small Scale Breaches
  • (28:36) - Navigating IRS Procedures After a Breach
  • (29:51) - The IRS Practitioner Relief Opt-In Program: A Lifeline
  • (32:42) - Client Communication and Response to the Breach
  • (42:55) - Lessons Learned and Moving Forward
  • (49:28) - Final Thoughts and Advice

Connect with Catharine Madeley
LinkedIn: https://www.linkedin.com/in/catharine-drake-madeley
Website: https://www.sallingcpa.com

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Roger Harris
Annie Schwab

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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

Roger Harris, EA
Host
Roger Harris, EA
President at Padgett Business Services
Catharine Drake Madeley, CPA
Guest
Catharine Drake Madeley, CPA
Catharine Drake Madeley, CPA, owner of Salling Madeley, PLLC in Austin, Texas, focuses on individual and small business tax compliance and has built a reputation for her dedication to helping clients make their tax experiences more manageable. She balances humor with a deep-seated passion for all things tax-related with the aim to make taxes less taxing – and a tad more fun! Along with navigating the intricacies of the tax world and tax firm management for more than fifteen years, Catharine has been cited in mainstream media publications such as Forbes. When she's not diving deep into the latest tax conundrums, you'll find Catharine in the garden, out for a hike, or off on a grand adventure.
Surviving a Cyber Attack
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