Meet Rachel Libowitz, the Senior Tax Advisor in our Resolutions department. She helps lenders evaluate funding risks and works with taxpayers to resolve IRS liabilities.

Early SBA loan defaults are on the rise. See what lenders need to know about new 7(a) reforms and how they impact underwriting and risk management.

Rachel Libowitz, Senior Tax Advisor, and Jason Peckham, Vice President of Resolutions, recently shared their insight with the International Factoring Association to provide an update on the current state of the Employee Retention Credit program.

Here are five trends small business owners in Colorado and across the country should watch, according to industry experts.

2025 looks like a big year ahead for lenders. How can you prepare?  With the new year underway, the lending landscape is poised to undergo significant shifts driven by changes …

The Treasury Department is warning Congress that it needs lawmakers to unlock $20 billion in funding for the Internal Revenue Service that could be rescinded due to duplicative legislative language.

Obtaining transcripts can be one of the most challenging hurdles in the due diligence process. Issues can surface for a variety of reasons, some of which are easily prevented. To …

Get to know Alex LeRoy, Senior Manager of Customer Success and Account Management at Tax Guard. He drives account success by working with customers and the internal team to develop …

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.  

A lender’s guide to navigating the most common IRS tax forms requested on the Form 8821.

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.