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.

A new ruling could unlock COVID-era tax penalty refunds, but not everyone qualifies. A new ruling could unlock COVID-era tax penalty refunds, but not everyone qualifies. Tax Guard’s VP of Marketing, Dave Bohrman, shares key insights into what this means for taxpayers.

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.

On The Federal News Network’s The Federal Drive, our own Dave Bohrman sat down with Terry Gerton to discuss what the shutdown meant at both the IRS and SBA, why IRS data is critical for the lending process, and what lies ahead for small businesses and lenders.

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.

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.

Sometimes what’s not revealed by the storyteller is the most important part of a story. Ernest Hemingway, the great American author, made famous what he called the “Iceberg Theory”, also known as …

Since 2021, the IRS has allowed for e-signatures on Form 8821, but there’s more than meets the eye. Read on to learn more about how authenticating a signer is MUCH harder then you might think.

Verifying a borrower’s income with the help of IRS tax return transcripts sounds simple, but unfortunately, the reality is often far more complicated. It’s not uncommon for lenders looking to verify a borrower’s tax returns with the IRS to receive a “no record found” notice. Learn more about the common pitfalls that can stop a loan in its tracks.

With today’s economic uncertainty, lenders seeking to protect their institutions from bad loans turn down small business credit applications at a higher rate than consumer applications. What’s the answer for small business lenders? Read more to find out.

The $80 billion recently allotted to the IRS over the next decade should offer much-needed technological upgrades and improved hiring efforts, allowing for more auditors and customer service professionals. What’s the catch? Read more to find out.