Learn how Pieter Leenhouts and the Tax Guard sales team doubled close rates and cut sales cycle time in half through smarter pipeline strategy, personalization, and customer-focused sales.

VP of Strategic Intelligence, Dave Bohrman, shares how IRS modernization is reshaping tax administration. Learn why businesses still need reliable tax data, transparency, and trusted guidance beyond filing season.

The Senate Finance Committee’s bipartisan TAS Act signals growing momentum behind IRS modernization, and Tax Guard’s Dave Bohrman shares why these reforms matter for lenders.

VP of Sales, Pieter Leenhouts, explores why asking questions, understanding context, and building relationships are the keys to better lending decisions.

Law360’s report examines the biggest federal tax policy developments of 2026, including insights from Tax Guard’s VP of Strategic Intelligence, Dave Bohrman.

Recent USDA lender sanctions, and calls for SBA review, may signal a broader shift toward increased accountability and portfolio quality oversight across government-backed lending programs.

Tax Season 2026 revealed major shifts inside the IRS—from staffing reductions to AI-driven enforcement and continuous monitoring. Explore what lenders should be watching for.

AI can surface data faster—but it can’t replace context, judgment, or trust. In today’s lending environment, the real advantage comes from combining intelligent automation with human expertise to uncover risk, interpret tax data, and make confident, well-informed decisions.

Tax Guard and Casca partner to bring IRS-verified tax data into AI-powered lending — helping lenders reduce fraud, cut manual work, and make faster, more confident decisions.

A new ruling could unlock COVID-era tax penalty refunds, but not everyone qualifies. A new ruling could unlock COVID-era tax penalty refunds, but not everyone qualifies. Tax Guard’s VP of Marketing, Dave Bohrman, shares key insights into what this means for taxpayers.

From IRS modernization and staffing constraints to AI-driven efficiency – lenders are navigating more noise than ever. Tax Guard’s VP of Marketing, Dave Bohrman, cuts through the clutter and offers key insights to help lenders navigate the funding environment in 2026.

How do you double your close rate and cut your sales cycle in half? VP of Sales, Pieter Leenhouts, shares the sales strategy behind Tax Guard’s results.