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Tax Guard Blog

The latest industry news, IRS changes, commercial lending trends, and Tax Guard updates.

How Tax Guard Lends TAB Bank A Helping…

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.

Posted By David Bohrman - Oct 03, 2023

The Tale of IRS Form 4506-C vs. IRS…

As a lender, do you know what really happens when you file a tax return transcript request with the IRS for one of your borrowers? It’s quite an adventure. Read on to discover how lenders and the IRS deal with the Form 4506-C vs. Form 8821, and to see which one has optimal results.

Posted By David Bohrman - Nov 15, 2022


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