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Trustify360 - Default Title

Occams Advisory Inc.

1962 Main Street, Suite 420, 34236, Sarasota, United States

http://occamsadvisory.com

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4.85

Based on 20 Reviews

90.00%

5.00%

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

Contact Info

http://occamsadvisory.com
1962 Main Street, Suite 420, 34236, Sarasota, United States
[email protected]

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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.

Very easy to work with Very easy to work with, they walked me through all the paperwork needed. Got me good results. Would definitely recommend.

Comfortable experience. Thorough and knowledgeable. Explained everything needed and we’re helpful throughout the process. Always friendly!!

Anytime I had a question I was able to… Anytime I had a question I was able to reach out and have the answer by the end of the day. The whole crew was very patient with me and made sure that I understood everything. Thanks everyone.

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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Occams Advisory Inc.

http://occamsadvisory.com

About Occams Advisory Inc.

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Contact Info

Scott Wells

chet

Frank Gallipani

Kim Bogar

Mark Martin