Occams Advisory Inc. Avis 

43
•
TrustScore 4.5 sur 5

4,4

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Lisez les avis des autres

Noté 5 sur 5 étoiles

Expectations were straight forward. They are very organized and have simplified the process requirements. It does take a bit to pull all the documentation together, but once that information is subm... Voir plus

Noté 5 sur 5 étoiles

Occams truly made the ERTC process less painful experience than I thought it would be. They are a very professional, pleasant, and efficient group. I highly recommend this group. The cost is truly w... Voir plus

Noté 3 sur 5 étoiles

Got the job done but they will contact you multiple times a day via email, phone and text about their portion of payments when I didn’t even receive anything. Extremely annoying. Even after I let them... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

Working with Occams was a fantastic experience. They were excellent communicators and came through on all of their promises. I was a little skeptical of at first, as I am sure most people were, but th... Voir plus

À propos de l'entreprise

  1. Conseiller en gestion des affaires
  2. aussi dans
  3. Conseiller financier

Écrit par l'entreprise

Global Reach | Tailored Solutions | Growth Partners | Purpose-Driven Impact Founded in 2012, Occams Advisory Inc. is a global professional and business advisory firm headquartered in Sarasota, FL, with offices in Toronto, Long Beach, Mumbai, Delhi, and Dehradun. We empower clients across 120+ countries with innovative, customized, and impactful solutions. Inspired by Occam’s Razor, where simplicity drives effective problem-solving, we specialize in transforming complexity into clarity across three core verticals: - BSGI – Business Services & Growth Incubation - CMIB – Capital Markets & Investment Banking - FTPS – Financial Technology & Payment Solutions Our team blends Fortune 500 insights with entrepreneurial agility to deliver strategic planning, tax advisory, fintech, operational efficiency, and capital advisory solutions. Awards & Recognition - Financial Times: Americas’ Fastest-Growing Companies – 5 -times honoree 2025: #159 - Fortune’s Most Innovative Companies (2023) – #25 in Process Innovation #61 in Innovation Culture - INC Best Workplaces (2025) - INC. 5000 List – 8-times honoree for rapid growth 2024: #39 - INC Regionals (2025) - INC Power Partner (2024) - SB100 Top 100 (2023) – The Best of Small Business Awards - Gold Stevie Award (2025) – Customer Service Excellence - Bronze Stevie Award (2025) – Company of the Year: Financial Services - Best Workplace Award (2023) – The Best of Small Business Awards Social Impact- We contribute 1–2% of our top-line revenue annually to global causes. Our education and aid programs have supported 45,000+ lives across North America, Africa, and South Asia—driving sustainability, inclusion, and well-being.


Coordonnées de contact

4,4

Excellent

TrustScore 4.5 sur 5

43 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Aucun historique récent de demande d’avis

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4,4

Tous les avis

(43)

1 avis reçu au cours des 12 derniers mois

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Noté 5 sur 5 étoiles

Great company to work with

Occams was very easy and straightforward to deal with. They helped us navigate the employee retention credits available through the covid funding and unlike other companies that were known for pushing the envelope Occam's was very upfront that they would not be doing that and anything they did would be 100% legitimate and safe. Based on our experience I would highly recommend them.

30 septembre 2024
Avis spontané
Noté 5 sur 5 étoiles

A truly professional and experienced group.

Occams truly made the ERTC process less painful experience than I thought it would be. They are a very professional, pleasant, and efficient group. I highly recommend this group. The cost is truly worth it.

8 avril 2025
Avis spontané
Noté 5 sur 5 étoiles

Thank You

I don't think we would have ever seen the ERC if it wasn't for us hiring OCCAMS. They were great to work with.

11 septembre 2025
Avis spontané
Noté 3 sur 5 étoiles

Too persistent

Got the job done but they will contact you multiple times a day via email, phone and text about their portion of payments when I didn’t even receive anything. Extremely annoying. Even after I let them know that I didn’t receive anything payments and that I will pay once I receive.

1 septembre 2025
Avis spontané
Logo de Occams Advisory Inc.

Réponse de Occams Advisory Inc.

Hi Jamie,

We’re sorry to hear that your experience didn’t meet your expectations. Your feedback is really important to us, and we’d love the opportunity to understand what went wrong.

– Team Occams Advisory

Noté 5 sur 5 étoiles

Great communication

Great communication. they kept me informed as to when my ERC was getting approved. They were also great about walking me through all the steps needed to process my claim.

5 septembre 2025
Avis spontané
Noté 5 sur 5 étoiles

Trusted group

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

24 août 2022
Noté 3 sur 5 étoiles

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

1 septembre 2022
Noté 4 sur 5 étoiles

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.

24 août 2023

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