Occams Advisory Inc.

1962 Main Street, Suite 420, 34236, Sarasota, United States
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4.85
Based on 20 Reviews

5

90.00%

4

5.00%

3

5.00%

2

0.00%

1

0.00%
About Occams Advisory Inc.

Occams Advisory brings Fortune 500 expertise to medium and small businesses. We serve not only as a trusted advisor, but also as a growth partner to advance our clients through their business lifecycle, from Inception to Infinity. We leverage our own entrepreneurial experiences, and a global, diverse perspective to deliver best-in-class capabilities to our clients. We help entrepreneurs synchronize and optimize upon diverse aspects of their business by providing clarity out of complexity through proven, customized, and integrated solutions to drive long-term, sustainable, and balanced growth. Our passionate journey has been distinguished by recognition from: 1. 2023: #178 Fortune’s Most Innovative Companies (#25 in Process, #61 Culture) 2. 2023: #469 Financial Time’s The Americas’ Fastest-Growing Companies 3. 2022: #471 Financial Time’s The Americas’ Fastest-Growing Companies 4. 2021: #478 Financial Time’s The Americas’ Fastest-Growing Companies 5. 2020: #423 Financial Time’s The Americas’ Fastest-Growing Companies 1. 2021: #4511 Inc. 5000 Fastest-Growing Private Companies in America 2. 2020: #4257 Inc. 5000 Fastest-Growing Private Companies in America 3. 2019: #3575 Inc. 5000 Fastest-Growing Private Companies in America 4. 2018: #438 Inc. 5000 Fastest-Growing Private Companies in America 5. 2017: #211 Inc. 5000 Fastest-Growing Private Companies in America 6. 2016: #153 Inc. 5000 Fastest-Growing Private Companies in America

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D. Morgan
GB

Worth the wait Worth the wait...The process took a long time, but it was well worth it in the end. The staff were all nice, friendly and professional.

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Susan Szymborski
GB

The company was clear in what they… The company was clear in what they needed from us to get the application submitted, and they handled the rest. They do not get paid until you do.

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Mark Martin
GB

Trusted group The folks were awesome and took care of it all just had to provide proper documentation. CSC(SS) Ret. USN Mark Martin

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CM
GB

Great Customer Service, Expensive Services OCCAMS has great customer service, they're communicative, flexible and helpful. They are also expensive and not fully forthcoming. The cost was less than some, and more than others, at something like 15% of billed charges. The reality is that with the amount of work I had to do so they could submit brought the value they provided was about half of what we paid. What I mean by "not fully forthcoming" is that they told me that the ERC's we got weren't taxable, which is technically true be effectually not at all true. We discovered after spending the money on critical business operations, that we owed 25%-30% of what we were paid to the IRS and state. If they had been upfront, we still would have done the ERC process with them, and we would put 30% aside for taxes rather than having to use reserve funds

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Scott Wells
GB

ERTC is great for businesses who were required to operate during pandemic and Occams made the process SIMPLE When I first heard of the Employee Retention Tax Credit (ERTC), I was skeptical, but after reviewing the regulations with Occams, I saw that this is a boon for companies. I filed for the credit in January 2023 and received over $2mm (including over $75k in penalties and interest) that the IRS provided to my company. The process was very easy as all that I needed to do was provide information and details on my business and Occams personnel did the rest.

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