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.

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.  

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.

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.

When small businesses get desperate for cash, the inclination to commit fraud increases. Where can they cut costs? Not with their employees, who would leave if wages were slashed or …

As the U.S. economy prepares to enter the 10th year of the current economic expansion, memories of the Great Recession are fading. Buoyed by stable interest rates, small and medium-sized …

In our previous post, “The Art and Science of Sniffing out Fraud”, we discussed the distinction between those business loan applicants that are committing large-scale, criminal fraud and those that …

At Tax Guard, we receive many different questions from our partners. One that continues to pop up is, “My client has been a victim of ID theft on their taxes, …

Last week, the US Department of Justice issued a press release announcing that a former bank vice president pleaded guilty to conspiring to defraud the United States (tax evasion). As …