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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

How Byline Bank is Able to Help More…

Chicago-based Byline Bank is the nation’s second largest Small Business Association (SBA) lender, with close to $1 billion in assets. To realize this success, Byline Bank has had to navigate a substantial amount of risk. See how Tax Guard helped streamline their process.

Posted By David Bohrman - Aug 01, 2023

“No Record Found” – Why the IRS Hasn’t…

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.

Posted By Jess Bramlett - Feb 21, 2023


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