Featured Articles

The latest insights from our team on tax verification, business finance, and industry trends

Business Verification Industry Trends

Transforming Business Verification in 2025: Lessons from the Field

As business verification becomes increasingly critical for financial decisions, we explore how modern approaches are reducing friction and improving outcomes across the industry.

Matthew Parker

March 15, 2025

Read Article

IRS Policy

ModernTax Insights: Addressing Improper Tax Credits & Evolution of Data Use in Financial Services

How recent IRS modernization initiatives are impacting business verification and what it means for financial institutions.

Matthew Parker

March 5, 2025

API Integration

The Power of Tax Data APIs: Building Better Financial Products

How modern tax data APIs are enabling financial institutions to create more efficient and personalized products for their customers.

Matthew Parker

February 28, 2025

SMB Lending Case Study

Case Study: How Verified Tax Data Transformed an SMB Lender's Operations

A behind-the-scenes look at how one lender reduced verification time by 85% and increased approval rates by 32%.

Matthew Parker

February 12, 2025

All Articles

Browse our complete collection of insights and expertise

All Business Verification Industry Trends SMB Lending API Integration Case Studies

IRS Policy

ModernTax Insights: Addressing Improper Tax Credits & Evolution of Data Use in Financial Services

How recent IRS modernization initiatives are impacting business verification and what it means for financial institutions.

Matthew Parker

March 5, 2025

Business Verification Regulatory

Navigating Regulatory Requirements for Business Tax Verification

A comprehensive guide to the regulatory landscape around business tax verification and how to ensure compliance.

Matthew Parker

January 28, 2025

Technology API

5 Key Considerations When Choosing a Tax Verification API

What financial institutions and platforms should look for when evaluating tax verification API providers.

Matthew Parker

January 15, 2025

SMB Lending Fintech

How Alternative Lenders Are Revolutionizing Small Business Funding

The growing role of tax data in creating more efficient and accessible funding options for small businesses.

Matthew Parker

December 10, 2024

Digital Transformation Case Study

Digital Transformation in Tax Verification: A Case Study

Read The ModernTax Blog

ModernTax Insights: Addressing Improper Tax Credits and the Evolution of Data Use in Financial Services

Impact of improper tax credits, IRS's improvement strategies, and the evolving role of data in financial services

May 28, 2024

Revolutionizing the Insurance Industry: How ModernTax is Tackling Top 5 Challenges Head-On

Transforming Disability Insurance: Discover how ModernTax is innovatively solving the most pressing issues in underwriting and claims manage

March 13, 2024

IRS Tax Transcripts - The 360° X-Ray Smart Businesses Use to Eliminate Risk

Tax transcripts that reveal company finances are now non-negotiable business intelligence across Fortune 500 M&A and insurance underwriting

December 11, 2023

ModernTax Launches Live Contributory Network for On-Demand Tax Verification

ModernTax launches Live Contributory Network, connecting licensed tax professionals with customers for secure, fast tax verification.

August 28, 2023

Building a Proprietary Dataset of Business and Individual Tax Records

ModernTax provides real-time data on business and individual tax records, making it quicker, faster, better, and cheaper to access IRS data.

April 19, 2023

Three Types of Tax Records That Are Available to the Public on Businesses

Three types of tax records you can publicly access in the United States

January 31, 2023

Tax Returns Are a Goldmine.

Tax return information is the last force for financial data aggregation. Everything is in there!

July 8, 2022

The ModernTax Mission

Previously, we shared our vision, and this week we want to share our mission.

February 8, 2022

Our Vision at ModernTax

How do we calculate our vision, mission, and strategy at ModernTax? Part 1

February 1, 2022

Tax Transcript Series - The Wage and Income Transcript

The wage and income transcript shows income received from Employers, Financial Institutions, Banks, and Other Institutions that are...

November 16, 2021

The Future of Credit Underwriting with Alternative Data

The US has the most developed and competitive consumer credit market in the world. Yet, there are 50 million Americans that are...

November 8, 2021

How Small Businesses Can Finance an Acquisition through an SBA Loan

In a record setting era of mergers and acquisitions, the question of whether to buy or sell a small business has become more...

November 4, 2021

API's and Their Impact on the FinTech Economy

API is the acronym for “Application Programming Interface”, which is a software intermediary that allows two applications to talk to each...

November 1, 2021

Tax Features of an S Corp Election and Eligibility Requirements for a Business

As your small business or startup continues to grow and expand, you may be interested in exploring what an S Corp election could...

October 25, 2021

How Community Developed Financial Institutions are Fueling Small Businesses and Impacting Underserved Communities

The CDFI Fund was established by the Riegle Community Development and Regulatory Improvement Act of 1994, as a bipartisan initiative...

October 17, 2021

The US Small Business Administration (SBA) and Loan Programs Offered to Small Businesses

The US Small Business Administration (SBA) helps fuel entrepreneurship in the US by providing guidance and partnership in small business...

October 11, 2021

How Cash Offer Programs are Underwriting the Next Generation of Homeowners

In 2020 and part of 2021 we continued to see the real estate market spike in value. According to Fit Small Business, the average price of...

October 4, 2021

What is Soc 2 Compliance and Why is it Important?

Protecting consumer data should be of utmost importance for organizations. In a world of increasing cybersecurity threats and data...

September 28, 2021

Child Tax Credit Eligibility and Receipt of Payments

The American Rescue Plan Act of 2021, signed on March 11th, provided $1.9 Trillion in funding aimed at combating the COVID-19 pandemic...

September 27, 2021

The Best Way to Make Sure You Have Enough Long Term Disability Insurance

You have been there, you have read a horror story on the internet or heard about a friend that got injured and is now fighting tooth and...

September 20, 2021

Form 4506 C Request for IRS Tax Return Transcript

In a world of ever increasing fraudulent scams and cybersecurity risks, tax transcript verification is becoming of utmost importance in...

September 20, 2021

Four New Features on ModernTax

Over the last quarter we have been listening, working, building, testing, listening, and improving our product...

August 9, 2021

How Your Adjusted Gross Income (AGI) Affects Your Financial Life

Your adjusted gross income (AGI) isn’t just some line on your tax return. It’s a vital piece of information that will pop up over and...

March 17, 2021

When You File Your Tax Return Matters

Tax season brings about much dread or much excitement - depending on whether you owe the Internal Revenue Service (IRS) money or are due...

March 17, 2021

Future of Fintech: Solving Stimulus Check Errors

The pandemic made 2020 a financially difficult year for many Americans. The federal government released two rounds of stimulus payments...

March 17, 2021

How Can Banks Verify Consumer Income and Assess Risk?

As a lending institution, you must verify income and assess risk before issuing a line of credit or loan to a consumer. When you mitigate...

March 17, 2021

How Tax Returns Can Help Banks Make a Lending Decision

When a consumer comes to your bank requesting a loan, you need to determine their eligibility. You probably ask for some pay stubs and...

March 16, 2021

Future of Fintech: Credit Check Alternatives

Before loaning money to a consumer, a bank needs to assess that consumer’s financial standing and risk. The banker will use a variety of...

March 15, 2021

Future of Fintech: Income Verification Challenges

Before approving a loan application, a lender must verify a consumer’s income to ensure that they can afford the monthly payments...

March 12, 2021

An Overview of the Current Financial Tool API Economy

Application programming interfaces (APIs) modernize legacy software to make it more efficient and useful. While APIs have been in use for...

February 17, 2021

2025 Tax Strategy Guide: How Businesses Are Recovering Hidden Capital Through Tax Intelligence

Discover how businesses are recovering $50-100k in trapped capital through tax intelligence.

Featured Articles

Transforming Business Verification in 2025: Lessons from the Field

ModernTax Insights: Addressing Improper Tax Credits & Evolution of Data Use in Financial Services

The Power of Tax Data APIs: Building Better Financial Products

Case Study: How Verified Tax Data Transformed an SMB Lender's Operations

Resources

The Ultimate Guide to Business Tax Verification

Webinar: The Future of Tax Data in Financial Services

ROI Calculator: Tax Verification Automation

Developer Toolkit: Getting Started with ModernTax API

Stay Updated

All Articles

ModernTax Insights: Addressing Improper Tax Credits & Evolution of Data Use in Financial Services

Navigating Regulatory Requirements for Business Tax Verification

5 Key Considerations When Choosing a Tax Verification API

How Alternative Lenders Are Revolutionizing Small Business Funding

Digital Transformation in Tax Verification: A Case Study

Read The ModernTax Blog

ModernTax Insights: Addressing Improper Tax Credits and the Evolution of Data Use in Financial Services

Transforming Business Verification in 2025: Lessons from the Field

Three Types of Tax Records That Are Available to the Public on Businesses

Transforming Business Verification in 2025: Lessons from the Field

ModernTax Insights: Addressing Improper Tax Credits and the Evolution of Data Use in Financial Services

Revolutionizing the Insurance Industry: How ModernTax is Tackling Top 5 Challenges Head-On

IRS Tax Transcripts - The 360° X-Ray Smart Businesses Use to Eliminate Risk

ModernTax Launches Live Contributory Network for On-Demand Tax Verification

Building a Proprietary Dataset of Business and Individual Tax Records

Three Types of Tax Records That Are Available to the Public on Businesses

Tax Returns Are a Goldmine.

The ModernTax Mission

Our Vision at ModernTax

Tax Transcript Series - The Wage and Income Transcript

The Future of Credit Underwriting with Alternative Data

How Small Businesses Can Finance an Acquisition through an SBA Loan

API's and Their Impact on the FinTech Economy

Tax Features of an S Corp Election and Eligibility Requirements for a Business

How Community Developed Financial Institutions are Fueling Small Businesses and Impacting Underserved Communities

The US Small Business Administration (SBA) and Loan Programs Offered to Small Businesses

How Cash Offer Programs are Underwriting the Next Generation of Homeowners

What is Soc 2 Compliance and Why is it Important?

Child Tax Credit Eligibility and Receipt of Payments

The Best Way to Make Sure You Have Enough Long Term Disability Insurance

Form 4506 C Request for IRS Tax Return Transcript

Four New Features on ModernTax

How Your Adjusted Gross Income (AGI) Affects Your Financial Life

When You File Your Tax Return Matters

Future of Fintech: Solving Stimulus Check Errors

How Can Banks Verify Consumer Income and Assess Risk?

How Tax Returns Can Help Banks Make a Lending Decision

Future of Fintech: Credit Check Alternatives

Future of Fintech: Income Verification Challenges

An Overview of the Current Financial Tool API Economy

2025 Tax Strategy Guide: How Businesses Are Recovering Hidden Capital Through Tax Intelligence

Revolutionizing the Insurance Industry: How ModernTax is Tackling Top 5 Challenges Head-On

IRS Tax Transcripts - The 360° X-Ray Smart Businesses Use to Eliminate Risk

ModernTax Launches Live Contributory Network for On-Demand Tax Verification

Building a Proprietary Dataset of Business and Individual Tax Records

Three Types of Tax Records That Are Available to the Public on Businesses

Tax Returns Are a Goldmine.

The ModernTax Mission

Our Vision at ModernTax

Tax Transcript Series - The Wage and Income Transcript

The Future of Credit Underwriting with Alternative Data

How Small Businesses Can Finance an Acquisition through an SBA Loan

API's and Their Impact on the FinTech Economy

Tax Features of an S Corp Election and Eligibility Requirements for a Business

How Community Developed Financial Institutions are Fueling Small Businesses and Impacting Underserved Communities

The US Small Business Administration (SBA) and Loan Programs Offered to Small Businesses

How Cash Offer Programs are Underwriting the Next Generation of Homeowners

What is Soc 2 Compliance and Why is it Important?

Child Tax Credit Eligibility and Receipt of Payments

The Best Way to Make Sure You Have Enough Long Term Disability Insurance

Form 4506 C Request for IRS Tax Return Transcript

Four New Features on ModernTax

How Your Adjusted Gross Income (AGI) Affects Your Financial Life

When You File Your Tax Return Matters

Future of Fintech: Solving Stimulus Check Errors

How Can Banks Verify Consumer Income and Assess Risk?

How Tax Returns Can Help Banks Make a Lending Decision

Future of Fintech: Credit Check Alternatives