Explore our library of resources to increase your knowledge and understanding of IRS processes, liens, levies, and how Tax Guard works. Our infographics, webinars, articles, videos and more will help you get up to speed.

Tax Guard Blog

Tax Guard Blog

Read and subscribe to the Tax Guard blog to stay up to date on industry news, changes within the IRS, commercial lending trends, and Tax Guard happenings.

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RECORDING OF "Part II: Are You Safe to Fund Webinar"

Learn the various stages of an IRS installment agreement and how the protections afforded to lenders at each stage can help you retain customers with tax issues.

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UNDERSTAND THE 45-DAY RULE TO AVOID GETTING BURNED BY THE IRS

Most asset-based lenders and factors are aware of the 45-Day Rule, but by gaining a deeper understanding you will be better prepared to protect your assets, maintain priority over the IRS, and hold on to your funding relationships.

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RECORDING OF TAX GUARD’S Are You Safe to Fund Webinar (Part I)

Jason Peckham, Vice President of Resolutions, answers a questions regarding single-member LLCs and in-business offers in compromise frequently asked by lenders. Learn what commercial lenders are doing to retain customers with tax issues (before your money is on the line).

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RECORDING OF TAX GUARD’S TIMING IS EVERYTHING WEBINAR: ADDRESS CLIENTS' IRS ISSUES BEFORE IT'S TOO LATE

In this recorded webinar, Jason Peckham, Tax Guard VP of Resolutions, breaks down what to consider when deciding whether to fund the client you worked so hard to acquire, your risks (liens, wrongful levies, etc.) and how to ensure your interests are protected from the IRS.

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RECORDING OF TAX GUARD’S 45-DAY RULE WEBINAR: AVOID GETTING BURNT BY THE IRS

In this recorded webinar, Jason Peckham, Tax Guard VP of Resolutions, breaks down how the 45-day rule works, provides example scenarios, and explains how you can maintain priority relative to your security interest in order to not get burnt by the IRS.

VIEW THE 45-DAY RULE WEBINAR RECORDING

TOP FIVE MYTHS LENDERS HAVE ABOUT THE IRS

Did you know the IRS can seize assets, including bank accounts and receivables, even if a tax lien hasn’t been filed? Discover some of the most common myths lenders have about the IRS – and how to avoid them.

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SIMPLIFYING THE 45-DAY RULE

The IRS 45-day rule can be complex and confusing. It can also play out in several scenarios. Check out this informative video that breaks down the basic elements of the rule and explains how to protect your business as a lender.

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HOW TAX GUARD WORKS

Watch this video to understand how Tax Guard works and the services we provide in less than ninety seconds.

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The Tip of the Iceberg Infographic

Learn how public records searches exclude the federal tax debt information lenders need to make informed funding decisions and how Tax Guard goes deeper.

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Tax Guard’s Published Articles

Check out our latest published articles featuring Tax Guard experts in leading industry publications.

Mice, Elephants, and the…

by Tax Guard

This article was originally published in Commercial Factor and focuses on important trends at the IRS.  Knowing these trends you are able to be more proactive with the IRS.   A…

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Be Alert. Accidents Hurt.…

by Tax Guard

This article was originally published in the January/February edition of Commercial Factor and focuses on subordinations of federal tax liens and if they are necessary.  Seat belts save lives – but…

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Deconstructing Clients’ IRS Liabilities…

by Tax Guard

When it comes to the Internal Revenue Service (IRS), its 94,516 employees and some 73,954- plus pages of U.S. Federal tax code, it’s no wonder…

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Tax Guard Published in…

by Rachel Sexton

Director of Business Development, Jason Peckham Esq., was recently published in  The Secured Lender. This is a bimonthly publication by the CFA dedicated to supplying…

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FAQ's

If you’re a lender or a client of a lender (borrower), get answers to the most frequently asked questions about Tax Guard here.

What is Tax Guard?

Tax Guard provides the most comprehensive understanding of a business’ tax compliance to lenders across the country. Through the use of our proprietary web-based tax reporting tools, Tax Guard assists lenders prior to financing and/or throughout the course of their relationships with their clients.

Why use Tax Guard’s services?

IRS liabilities threaten a lender’s funding and are the earliest indicator of issues with a business’ cash flow.

By uncovering tax liabilities instead of just tax liens, undesirable scenarios can be prevented with the information provided regularly by Tax Guard. Tax Guard saves lenders time, money, and offers a unique and comprehensive solution to the existing due diligence arsenal.

What is a Tax Guard Report?

This one-time report allows a lender to obtain the complete tax compliance history of a client prior to or throughout the funding relationship. It is no longer necessary to require proof of IRS deposits, IRS return filings, or verification of an Installment Agreement with the IRS. Tax Guard gives you the facts objectively.

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