Monthly Monitoring Reports and Real-Time Alerts
Monthly Monitoring Reports and Real-Time Alerts
Monthly Monitoring Reports and Real-Time Alerts
Monthly Reports
Similar to the initial Tax Liability Risk Assessment Report, we are able to review the borrower’s current liability status and any changes on a monthly basis.
Convenient Real-Time Alerts
Lenders are able to receive Real-Time Lender Risk Alerts providing notification if a borrower’s status has changed. This will allow the lender to preemptively manage risks.
Portfolio Health Checks
Through a comprehensive initial tax risk assessment, monthly monitoring, and Real-Time Lender Risk Alerts, lenders are able to proactively manage client risk. We have a proven success record of helping prevent loss due to tax liabilities and/or taxpayer non-compliance, thereby improving the lender’s overall portfolio health.
FOR A FREE CONSULTATION
Call 800-829-7483 or fill out the form below.
LEGACY VIDEO UPDATES
Video Library
Read Our Reviews

Recent review:
3/3/2017
I have been avoiding getting current with Uncle Sam for quite some time. I knew I needed professional help, but who can …
Overall rating:
(9 reviews)
read all reviews…