Tax Guard is a due diligence and risk management solution, helping lenders understand a borrower's risks well before IRS liens are filed. Fund with confidence!
When #smallbusinesses need funding and a deal is on the line, there's no time to waste. BayFirst was looking to offer rapid assistance to as many borrowers as possible. Learn how they reached this goal with the help of Tax Guard. #successstory#customerlnkd.in/gCYAkfwD
Good news: the @SBAgov has furthered its commitment to helping #smallbusinesslenders get tax data efficiently by allowing the use of IRS Form 8821 for IRS verification through 2024! It's our tried and true alternative to the painful Form 4506-C. Learn more bit.ly/3J1njVR
Verifying a borrower’s income with the help of #IRS tax return transcripts sounds simple. Unfortunately, it’s not uncommon for lenders to receive a “no record found” notice. Learn about the common pitfalls that can stop a loan in its tracks. #taxes#tipstax-guard.com/blog/no-record…
The #IRS has demonstrated a desire to automate but they're perpetually moving slower than technology and this creates challenges for #lenders. Check out our blog about the IRS’s #tech troubles & how we're overcoming them bit.ly/3HUWDqdn#smallbusinesslending#innovation
On behalf of our customers we are making a $10K donation to the @NatlJumpStart a #nonprofit that prepares youth for lifelong successful financial decision-making. Our lenders support #SmallBusinesses nationwide daily & we are excited to help empower the next generation of leaders
#Lenders, do you know what really happens when you file a tax return transcript request with the #IRS for one of your borrowers? Learn how the IRS deals with Form 4506-C vs. Form 8821 for tax return transcripts & see which one has the best results #Blogbit.ly/3tF49Oa
We are at the @NADCO504 NOW'22 conference in our beautiful home state of #colorado this week! Stop by our booth to meet the team and learn how we help #CDCs & #sba504 lenders gather tax return transcripts quickly while avoiding rejections. #smallbusinesslending#sba#nadco#taxes
The #underwriting process is like assembling a 1,000-piece puzzle. Do you know which single piece of data acts as an essential corner piece, giving you insight into a business’ overall financial health? Read on to find out! #smallbusiness#Lendingbit.ly/3bhIJR6
Congratulations to #cdc lenders across the U.S who are celebrating a record number of #sba504 loan fundings this month — 883 small businesses received over $820 million! Keep up the great work @NADCO504 and #sba504 lending partners. #smallbusiness#lending#sbaloans
We love our customers! Our very own Rachel Libowitz and Alex LeRoy had a great time in Atlanta presenting to the @eCapitalFinance team this week! #commerciallending#team#customerexperience
The Tax Guard team is forever thankful for the contribution of Bert Goldberg and the IFA. His legacy will be close to our thoughts this week as the team connects with the factoring community at the @FactoringAssoc Conference. bit.ly/3FiAoaV
Great feature from @TonyZerucha of @LendIt on our own Hansen Rada! He shares how decades of expertise & not only identified a need in the marketplace that launched Tax Guard, but how the team is still solving problems for lenders more than a decade later. bit.ly/3KozBpU
Did you know we work with #SBA Certified Development Companies to support the 504 lending program? See how we were able to help BEFCOR reduce errors in their tax return transcript process, reducing stress on staff. #smallbusiness#lendingpartner#casestudybit.ly/370pry2