The House Appropriations Committee released a fiscal 2025 spending bill that would cut IRS funding by 18%. Read on for recommendations from Tax Guard’s CEO. Published by the Federal News Network.

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.

Tax Guard, a Cogency Global Company and the first provider of real-time IRS tax data services, is announcing it has entered a partnership with San Diego-based Ventures Lending Technologies, a premier end-to-end lending software for banks and mission-based lenders.

In a webinar hosted by Tax Guard earlier this year, experts Rachel Libowitz, Senior Tax Advisor, and Jessica Bramlett, former Director of Customer Success, provided in-depth analysis and guidance on the complexities surrounding IRS collections and tax liabilities, and how they impact lenders and businesses.

You may have heard of the 45-day rule, but the intricacies and complexity involved can make it confusing. Uncover the five key things you need to understand about the 45-day rule.

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.

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.

Cogency Global, Inc. global provider of corporate compliance and transactional legal support services, announced today that it has acquired Colorado-based Tax Guard, LLC., a leading tax risk due diligence and monitoring services provider, from Falfurrias Capital Partners. 

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.

Recently, many small businesses with thin credit profiles have needed funding as soon as possible to survive. BayFirst National Bank was looking to rise to the occasion and confidently offer rapid assistance to as many borrowers as possible. Read more to learn how they reached this goal with the help of Tax Guard.

Kapitus, a small business lender, needed assistance in reliably identifying applicant tax debts. They needed to collect tax transcripts to verify borrower information and prevent potential loan fraud. Find out how partnering with Tax Guard created peace of mind for this lender.

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 …