Navigating IRS Tax Forms, A Lender’s Guide
Published September 18, 2025
Tax Guard’s proprietary process uses the IRS Form 8821 to generate our signature Tax Guard Report. The 8821 requests copies of several other IRS tax forms such as specialty forms, income tax forms, and payroll tax forms. To help lenders better understand the IRS forms listed on an 8821, we created the following guide.
Uncover key insight into business and entity filings, how common they’re filed, and their use cases. You’ll also see which forms provide transcripts. For more information, visit irs.gov/forms-instructions.
As a Senior Manager of Customer Success, Alex and his team work with a wide range of Tax Guard's customers to help reduce risk, speed up closing times, and align Tax Guard's services with each lender's unique strategic initiatives.
Prior to joining Tax Guard, Alex focused on revenue growth and customer retention for various mid-sized businesses. He has deep experience cultivating relationships and building strong partnerships.
Alex holds a MBA from Regis University, and a B.A. in History from Colorado State University. In his spare time he enjoys reading, playing golf and basketball, and spending time with his wife Allie and their two sons.
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