SBA LENDING SOLUTIONS

Let us deal with the IRS while you focus on lending

COMMERCIAL LENDERS

rejection rate on Tax Return Transcripts
for tax report transcript results
of top 10 SBA lenders use Tax Assured

SBA LENDING SOLUTIONS

Tax Return Transcripts and Tax Guard Reports

Reliable Tax Return Transcripts with speedy, unprecedented delivery

  • Up to 4 years of transcripts delivered on the same day of ordering
  • Cut transcript request rejection rates by up to 75%
  • Easily order transcripts through our portal or API same day, next day or 30 days
  • Tax Return Transcripts, Wages & Income Transcripts and Record of Account Transcripts all available

Real-time reports show a complete view of your borrower’s tax history, reports provide up to 10 years of history on client tax compliance including:

  • Outstanding liabilities
  • Missing tax returns
  • Tax deposit verification
  • Federal tax lien filing
DOWNLOAD A SAMPLE REPORT

Identity Verification

Immediately screen for fraudulent and synthetic businesses and have confidence you are making better lending decisions.

  • Identity verification failures are 3x more likely to default
  • Up to 25% of credit defaults have unverifiable identities
  • Use IRS data to instantly verify that a business exists and is linked to the correct EIN

Tax Guard’s Monitoring service helps you stay one step ahead of the IRS

  • Monitor Your Clients: Protect your assets and stay in first position when using inventory or accounts receivable collateral.
  • Recurring Reports: Proactive, comprehensive information sourced directly from the IRS on a monthly basis for each monitored client.
  • Convenient Alerts: Triggered alerts notify you when your client’s account has changed with the IRS so you can preemptively manage your risk.
  • Portfolio Health Checks: With ongoing client monitoring, we have a proven success record of preventing loss and helping lenders improve their overall portfolio health.

HOW IT WORKS

Log into our easy to use customer portal to create clients, upload documents, place orders and retrieve reports, transcripts and more.

Get Your Tax Guard Report in three easy steps!

Create a Client

Input client information, verify their identity and download the correct forms.

Place an Order

Upload signed forms, select desired turn round time and add additional items

Get Your Report

Find your completed reports on the portal dashboard

Great Customer Service

  • Knowledgable IRS expertise
  • Fast and friendly support
  • World class NPS score of 90

HOW OUR SBA CUSTOMERS FUND WITH CONFIDENCE

See why 50 of the top 200 SBA lenders in the nation use Tax Guard

See all case studies

WHAT PEOPLE ARE SAYING

“We’re always trying to move a deal from start to finish. So any point that you can shave days off of that process, is consequential. With Tax Guard, our turnaround time is a day. I would definitely recommend Tax Guard because I think the process is efficient and reliable.”

Grow America Fund
Conor McCarthy
Loan Officer

FUND WITH CONFIDENCE

Traditional lenders, non-bank lenders and everyone in between. Speak with our team to learn which solutions works best for your unique lending proceess.

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