Questions?  1.877.550.6325 
Questions?  1.877.550.6325 
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Meet Tax Guard in Chicago at the OFN Small Business Finance Forum

June 26-27th, 2018








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Amp up Your Due Diligence

Please visit our booth in Chicago to learn how our solution supports CDFI credit teams:

  • Obtain and verify IRS tax return transcripts faster than any other provider
  • Speed up underwriting and improve loan quality at the same time
  • Support their borrower’s business’ by resolving all of their tax debt issues.

We’re offering a complimentary 15-minute consultation where you can learn how your current credit processes can be improved.

If you schedule your consultation now or stop by the booth and drop off a business card you’ll automatically be eligible to win a $100 VISA gift card!

Built for CDFI Lenders Like You

Read what others have to say about Tax Guard

“The ability to obtain tax return transcripts quicker than a 4506-T company has made us more competitive and allows for us to decrease underwriting, approval, and closing timeframes. Tax Guard has transformed what used to be a frustrating and disruptive experience into an efficient and integral part of our due diligence process.

“Tax Guard has strengthened our underwriting process by uncovering significant tax situations with our borrowers that went undetected through all other due diligence efforts. With Tax Guard’s expert support team, we are now able to help our borrowers improve their situation with the IRS and continue our lending relationships.”

Slow Credit Processes Hurt Your Bottom Line

  • 4506-T 
  • Credit risk is created when the taxpayer fails to pay OR file on time, not when the IRS decides to file a lien


  • The IRS can seize assets, levy bank accounts, or even shut down business operations without a tax lien ever being filed


  • Public record sources only report the lien, however there is no law requiring the IRS to file a lien


Faster Results

Maintain peace of mind with solutions for upfront and ongoing risk detection

Early knowledge of your credit risk allows you to proactively partner with your borrowers to fix tax issues and predict loan performance throughout your loan lifecycle. We help you manage your credit risk and stay competitive by helping you;

  • Access accurate tax return transcripts within 2 hours with minimum rejections from the IRS
  • View borrowers’ total hidden debt and liens in one snapshot – allowing for a more complete view of borrowers’ financial standing
  • Resolve your borrower’s tax issues by partnering with our specialized expert team of attorneys and Enrolled Agents, so you can increase the value of your customer relationships
  • Trigger alerts when your borrowers’ accounts have changed with the IRS, enabling you to  actively manage your risk

Switching to Tax Guard Increased Lender’s Bottom Line

A commercial lender was looking for a way to make acquiring borrower tax return data easier, faster, and more reliable. They also wanted to improve their credit risk model without slowing down their funding processes, to ensure they were remaining competitive with online lenders.

Since partnering with Tax Guard, the lender reported that no longer relying on 4506-T forms for tax returns allowed them to get ahead of competitive offers. Meanwhile, on loans where a Tax Guard report was utilized, there were zero defaults.

Schedule a Session with a Tax Guard Small Business Lending Expert

Schedule 15 minutes with a member of the Tax Guard team to learn how to update your due diligence processes and be eligible to win a $100 Visa gift card today!

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Questions? 1.877.550.6325