Solutions for Fiduciaries, Guardians, and Elder Law Firms

Understanding if a protected person has unfiled returns, unknown income sources, or a big tax issue is hard to uncover with the IRS – but it doesn’t have to be!

At Tax Guard, we can help you access the financial information you need on protected persons. Get a clear picutre of your clients’ financial status so you confidently understand their income sources and identify any outstanding tax obligations.


How Tax Guard Can Help

Wage & Income Transcripts

  • Record of all income sources on the protected person for the past 3 years
  • Includes pension amounts and sources

Record of Account Transcripts

  • Report of past tax returns and tax account information based on the last 3-4 years

Lien & Liability Information

  • Identification of all IRS tax debts
  • Identification of unfiled tax returns so you can get a plan in place to get them filed

Your Partner in Federal Tax Data

Tax Guard empowers guardians across the country with the federal tax information they need. We gather tax and income information on protected persons and package it in an easy-to-read report.

Tax Guard is a proud member of the National Guardianship Association and the Professional Fiduciary Association of California.


Solutions Tailored to You

We are here to help handle the intricacies of the IRS
so you can focus on what matters most:
Providing exceptional care and support to those
under guardianship.


Find out more about Tax Guard’s Solutions

Fill out the form and a team member will contact you to discuss how Tax Guard can help you access the information you need on protected persons!