Discover some common myths lenders have about the IRS, and how to avoid them. The IRS can seize bank accounts and receivables, even if a tax lien hasn’t been filed.

Enterprise Bank, a national lender specializing in SBA 7(a) owner-occupied commercial real estate loans for small businesses, faced significant challenges in managing tax transcript requests and income verification.

By using Tax Guard’s one-stop tax reporting solution, Banc of California now has the ability to investigate borrowers and have confidence in superior due diligence.

Thanks to Tax Guard, small business lender Kapitus has been able to improve their underwriting process and reduce instances of fraud, ultimately saving their team time and money.

Errors in the tax transcript request process are nonexistent now that Business Expansion Funding Corporation, a CDC lender, uses Tax Guard.

BayFirst Bank receives IRS tax transcripts in days instead of weeks by using Tax Guard.

Florida Business Development Corporation processes more tax transcripts with fewer resources after partnering with Tax Guard.

Watch the 2021 IFA Conference panel discussion to learn tips on how to work with factoring clients with outstanding tax debts.

Aquesta Bank enjoys a smoother process for obtaining tax transcripts thanks to Tax Guard.

The Entrepreneur Fund sees faster results and issues more loans since partnering with Tax Guard.

Tax Guard compared payroll tax deposit data for PPP recipients and non-recipients to assess how the PPP could impact credit risks. See our infographic to find out more!

Byline Bank mitigates risk, closes deals faster, and preserves its reputation with Tax Guard’s help.

Learn more about how the IRS’s new 941 return impacts lenders and borrowers. You can filter out the noise while monitoring federal tax deposits.

In the finale part our 3-part COVID-19 response video series, learn how IRS’s Tax Credits impacts small businesses and commercial lenders.

In Part 2 of our 3-part COVID-19 response video series, learn how IRS’s “People First Initiative” impacts small businesses and commercial lenders.

Watch this video to understand how Tax Guard works and the services we provide in less than ninety seconds.

The IRS 45-day rule can be complex and confusing. It can also play out in several scenarios. Check out this informative 6-minute video that breaks down the basic elements of …

Global payment technology company, WEX, uncovers new qualified clients while using fewer resources by relying on Tax Guard for real-time IRS data.  

PIRS Capital turned to Tax Guard’s Express product to address its verification challenges, transforming what began as a trial into a vital part of their loan process.

Learn why the IRS assesses penalties, the rules for assessing penalties, and the effect of the penalties on your clients as well as your collateral.

​Whether you fund government contracts regularly or occasionally, understanding how offset works is an important part of protecting collateral and preserving the funding relationship.

Curtis Sutherland, Vice President of Factoring with TAB Bank estimates they have been able to close 10-15% more deals per year thanks to Tax Guard.

In Part 1 of our 3-part COVID-19 response video series, learn how the deferral of federal payroll taxes impacts small businesses and commercial lenders.       Hello, my name …

Review aspects of federal tax deposits in detail, the source of lenders’ exposure to the IRS, and the most important consideration when trying to resolve an outstanding IRS liability.

How to read the Tax Guard report and when to refer clients for resolution

PrimeArc Capital was spending nearly ten hours per month manually handling portfolio tax compliance. Today they save time and mitigate risk by using Tax Guard for comprehensive IRS data monitoring.

In this recorded webinar, Jason Peckham, Tax Guard VP of Resolutions, breaks down how the 45-day rule works, provides example scenarios, and explains how you can maintain priority relative to …

SBA lender, Grow America Fund, shaves 5 days off of their application process by relying on Tax Guard to provide verified tax return transcripts in 24 hours or less.

Learn the general rules related to priority and federal tax lien and the benefits of securing an installment agreement and subordination. Jason will also review two exceptions to these rules.

Tax Guard helps Triumph Business Capital stay on top of accounts when they need attention and identify more profitable clients to partner with.

Listen to Jason Peckham, VP of Resolutions, and Brad Baird, EVP & Chief Credit Officer of Advantage Business Capital as they discuss how to better manage risk while funding clients.

Learn how public records searches exclude the tax liability information lenders need to make informed funding decisions and how Tax Guard goes deeper.