News & Updates

Elevating the CPA’s approach to tax planning From tax strategy to cash flow management, as a CPA you are entrusted with a high level of responsibility. You’re expected to be accurate, fast, and always a step ahead. Beyond retrieving and organizing financial documents for new clients, advising business leaders on a tailored tax strategy requires time, energy, and accuracy. In order to provide a client

Borrower Risk Monitoring with Ongoing Tax Transcript Access In lending, risk doesn’t end once funding has been provided. Risk and its mitigation are ever evolving, and if you’re not watching closely, this could have severe effects on your reputation, financial stability, and profitability . Let’s review a potential scenario that you might encounter. You’re a lender who just closed a $250,000 loan to Joe’s Fresh

Here’s What Lenders Need to Know Obtaining tax return transcripts directly from the IRS is required for certain loan types. While this process can be burdensome, it allows lenders to verify borrower income, financial history, as well as identify tax liabilities. Further, obtaining tax transcripts from the IRS protects against fraud, as the information is obtained directly from the IRS.  While the use of one-time

We are Tax on Demand or TOD offers seamless access to IRS tax transcripts for lenders through our technology-powered platform. As the partner to the #1 facilitator of SBA 7(a) loans by volume, we access over 1,500 transcripts per month, discovering more than 100 undisclosed tax liabilities per month, and saving more than 400 hours of personnel work per week. Our platform empowers lenders to