Obtaining transcripts can be one of the most challenging hurdles in the due diligence process. Issues can surface for a variety of reasons, some of which are easily prevented. To …

Get to know Alex LeRoy, Senior Manager of Customer Success and Account Management at Tax Guard. He drives account success by working with customers and the internal team to develop …

Amidst economic turmoil, many have turned to fraudulent methods to secure business financing. Lenders should prepare for it to get worse in the months ahead.  

A lender’s guide to navigating the most common IRS tax forms requested on the Form 8821.

Accessing federal tax returns is crucial for evaluating a potential borrower’s creditworthiness. Our experts break down the critical aspects lenders need to know about amended returns to ensure smoother and more accurate loan processing.

In a webinar hosted by Tax Guard earlier this year, experts Rachel Libowitz, Senior Tax Advisor, and Jessica Bramlett, former Director of Customer Success, provided in-depth analysis and guidance on the complexities surrounding IRS collections and tax liabilities, and how they impact lenders and businesses.

You may have heard of the 45-day rule, but the intricacies and complexity involved can make it confusing. Uncover the five key things you need to understand about the 45-day rule.

The lending landscape is in a state of transformation, and with rising loan defaults, lenders are facing new challenges. Read on to learn about Tax Guard’s insights to help lenders navigate this uncertain lending ecosystem.

TAB Bank was utilizing an internal process for managing IRS 8821 forms, collecting IRS information on prospective clients, and ongoing credit monitoring. Managing all of these activities internally generated two key issues for TAB.  Read more to learn what they were and how Tax Guard helped make the TAB partnership a success.

Chicago-based Byline Bank is the nation’s second largest Small Business Association (SBA) lender, with close to $1 billion in assets. To realize this success, Byline Bank has had to navigate a substantial amount of risk. See how Tax Guard helped streamline their process.

Recently, many small businesses with thin credit profiles have needed funding as soon as possible to survive. BayFirst National Bank was looking to rise to the occasion and confidently offer rapid assistance to as many borrowers as possible. Read more to learn how they reached this goal with the help of Tax Guard.

Kapitus, a small business lender, needed assistance in reliably identifying applicant tax debts. They needed to collect tax transcripts to verify borrower information and prevent potential loan fraud. Find out how partnering with Tax Guard created peace of mind for this lender.