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.

If you’ve ever embarked on completing the IRS Form 4506-C with a borrower, you’ve probably found yourself wishing there was a faster way to receive tax return transcripts and tax compliance data. We’re here with good news! 

The underwriting process is kind of like assembling a 1,000-piece puzzle. Do you know which single piece of data acts as an essential corner piece, giving you immediate insight into a business’ overall financial health? Read more to find out.

If you’ve ever embarked on completing the IRS Form 4506-C with a borrower, you’ve probably found yourself wishing there was a faster way to receive tax return transcripts and tax compliance data. We’re here with good news! 

Government agencies and large businesses may be returning to somewhat “normal” operations, but many taxpayers — like small to midsize business (SMB) owners — are still financially reeling from the …

Kickstarting the fight against the ever-growing tax gap will be a federal and national effort IRS Commissioner Charles Rettig recently testified before Congress about the state of the tax gap …

The entire credit process is at risk when a borrower’s unexpected or hidden tax debts are found. Learn how to protect your portfolio and help you borrowers in today’s unique economy.

Imagine lending money to a company and not knowing if they have substantial cash flow issues in the form of hidden federal tax debts. Would you be shocked if we told you we see bankers doing this all the time? And it costs them millions.

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 …

Welcome to the Tax Guard quarterly product update! In this edition, we take time to reflect on 2020 and the progress our Product and Engineering teams have made in 2021.

The IRS Wait is Over: Back to Reality  As a result of the pandemic, the IRS intermittently opened and closed throughout 2020, impacting their ability to maintain operations. They struggled to deal with basic business operations, such as opening the mail …

Tax Guard compared payroll tax deposit data for PPP recipients and non-recipients in order to assess how the PPP could impact credit risks. See our infographic to find out what we discovered.