Tax Season 2026 revealed major shifts inside the IRS—from staffing reductions to AI-driven enforcement and continuous monitoring. Explore what lenders should be watching for.

AI can surface data faster—but it can’t replace context, judgment, or trust. In today’s lending environment, the real advantage comes from combining intelligent automation with human expertise to uncover risk, interpret tax data, and make confident, well-informed decisions.

From IRS modernization and staffing constraints to AI-driven efficiency – lenders are navigating more noise than ever. Tax Guard’s VP of Marketing, Dave Bohrman, cuts through the clutter and offers key insights to help lenders navigate the funding environment in 2026.

The IRS is undergoing its biggest transformation in decades — and lenders are feeling the impact. From AI-driven fraud detection to targeted audits and modernization slowdowns, here are five key IRS shifts reshaping lending risk and what they mean for your portfolio.

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

In the first 200 days of Trump’s second term, the IRS has faced leadership turnover, budget cuts, and staffing reductions. Read more for our 5 takeaways from 2025 so far.

Meet Rachel Libowitz, the Senior Tax Advisor in our Resolutions department. She helps lenders evaluate funding risks and works with taxpayers to resolve IRS liabilities.

Early SBA loan defaults are on the rise. See what lenders need to know about new 7(a) reforms and how they impact underwriting and risk management.

2025 looks like a big year ahead for lenders. How can you prepare?  With the new year underway, the lending landscape is poised to undergo significant shifts driven by changes …

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.