Tax Guard is the pioneering tax risk solution available to commercial lenders across the country. Our risk mitigation and due diligence tools provide the lender with the most comprehensive understanding of their prospective borrower's and/or client’s tax compliance. Through the use of our proprietary computer-based tax reports, we assist lenders prior to financing and throughout the course of their lending relationships. Tax Guard’s guidance gives lenders unprecedented peace of mind with the knowledge of credit risks before they appear. This assurance allows for lenders to fund with confidence utilizing the cost-effective and partner-centric solution that Tax Guard offers.
External link for Tax Guard
10355 Westmoor Drive
Suite 101
Westminster, CO 80021, US
Congratulations to Erica Bell on her second-place win at the B2B Finance Expo last month! 🃏 From sales star to poker pro, we are truly lucky to have her on the team! 🌟 Thank you to Sean Murray and deBanked for featuring this great write-up.
Erica Bell was our 2nd place winner of the poker tournament, she has enjoyed poker for a long time and knows the game well! https://lnkd.in/epAQ-2XC
Small Business Administration (#SBA) lender, Banc of California, needed a solution to meet the SBA's requirement of having tax return transcripts on file for each borrower and to assess credit risks associated with their #taxcompliance. By partnering with Tax Guard, they can swiftly access tax return transcripts and generate comprehensive 10-year reports of all #taxdebts in real-time, even if no liens have been filed. Learn more about how Banc of California uncovers borrowers’ hidden tax debts with Tax Guard: https://lnkd.in/gJ9JPka3
Meet Alex LeRoy, the incredible Senior Manager of Customer Success and Account Management at Tax Guard! 🚀 Alex drives account success by collaborating with customers and our team to craft top-notch strategies for future offerings and ensures the highest quality of services to our customers. Let's shine the spotlight on Alex and get to know one of the leaders behind our outstanding customer success journey!
Erica Bell is attending the deBanked B2B Finance Expo in Las Vegas this week and is already pulling in big wins for Tax Guard! A superstar on the tradeshow floor and the poker table ♣ If you're attending B2B, be sure to stop by booth #20 to connect with the full team and see how we can help funders win with tax return transcripts in two hours!
Congrats to Erica Bell of Tax Guard, the 2nd place champion of B2B tonight!
It's a busy week at Tax Guard, with several members of our Sales team attending tradeshows across the country! The Texas Guardianship Association Annual Conference has kicked off, and our team is ready to meet guardians like YOU! Uncovering tax information about your protected person from the IRS can be challenging, but it doesn't have to be! We help guardians quickly access information on their protected persons such as identifying unfiled returns, unknown income sources and outstanding tax debts. Swing by our booth to meet Andrew, Erica, and Billie to learn more!
Our wonderful VPs, Dave and Pieter, are attending Future Proof conference in Huntington Beach, California this week. This event is a wonderful opportunity to network with fellow fintechs, financial advisors, wealth management executives, and more! #FutureProof #FinTech #Innovation #WealthManagment
Love talking about tax tech! Bonus - when it's on a beach with Pieter Leenhouts. At Future Proof this week talking to the coolest financial advisors and wealthtech gurus about the ultimate pioneers of tax aggregation, Tax Guard 😎
We understand how difficult it can be to navigate lending fraud as a small business lender. That's why Tax Guard is dedicated to mitigating your fraud risk and offers comprehensive tools to help you stay resilient in times of increased fraud. #SBAlending #taxfraud #SmallBusinessSupport
It’s been a rough couple of years for small business lending fraud, and it looks like last year was one of the worst. New data this week from LexisNexis Risk Solutions shows that fraud rates for SMB lending increased 13.6% in 2023, and banks, credit unions, and digital lenders all say further increases are possible in the near future. At Tax Guard, we’re an excellent partner to add another dimension to your fraud-fighting toolkit. As fraud evolves, so do we. We're committed to staying ahead of the curve so our clients have the most effective tools to combat this growing threat.
Two of our newest editions to the team, Tatum and Logan, are keeping the summer spirit alive with some lively desk decor! 🌿 They both bring great energy to our office and share a love for plants and live music. We love the opportunity to see Tax Guard employees bring their unique style to our office in Westminster, Colorado.
As a small business lender, have you ever come face to face with the unsettling reality of fraud? 🕵️♂️ Fraud can strike unexpectedly, and that's why it is more important than ever to take a proactive stance in your due diligence practice. Discover key insights from Tax Guard CEO Hansen Rada on how to safeguard your investments in his most recent blog:
We’ve seen the headlines, loan fraud is on the rise. But small business loan fraud is nuanced, and not all loan fraud is created equal. We know from our customers that they’re experiencing more first-party fraud than ever before – business owners fudging the numbers and using misleading data to secure funding. So, what should lenders do? My advice: Funders should adopt a trust, but verify, mindset. Borrower information should be vetted against the ultimate source of truth, a central database like the IRS. I wrote more on Tax Guard’s blog: https://lnkd.in/gcNtapnA
Tax Guard superstar Brenna Wider is having a blast attending the Mile High Dreamin' Conference in Denver this week! As our resident Salesforce expert, this is a great opportunity to network with fellow colleagues and industry experts in the space and discover all the latest trends and features that Salesforce and their partners have to offer! #MHD24 #salesforce #leadershipdevelopment