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... Zobacz więcej
Chociaż nie weryfikujemy konkretnych wypowiedzi, ponieważ opinie recenzentów są ich własnymi opiniami, recenzje mogą zostać oznaczone jako „Zweryfikowane”, jeśli uda nam się potwierdzić, że doszło do rzeczywistej interakcji biznesowej. Dowiedz się więcej
Aby chronić integralność platformy, każda recenzja na naszej platformie—zweryfikowana lub nie—jest sprawdzana przez nasze oprogramowanie działające w trybie 24/7. Technologia ta została zaprojektowana w celu identyfikowania i usuwania treści, które naruszają nasze wytyczne, w tym recenzji, które nie opierają się na prawdziwym doświadczeniu. Zdajemy sobie sprawę, że możemy nie wychwycić wszystkiego, dlatego możesz oflagować wszystko, co według Ciebie mogliśmy przeoczyć. Dowiedz się więcej
Zobacz, co mówią recenzenci
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... Zobacz więcej
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... Zobacz więcej
Reakcja na opinię
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... Zobacz więcej
Informacje dotyczące firmy
- Usługi konsultingowe
- również w kategorii:
- Pośrednik finansowy
Napisane przez firmę
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.
Dane kontaktowe
2170 Main Street, Suite 203, 34237, Sarasota, Stany Zjednoczone
- (212) 531-1111
- info@occamsadvisory.com
- occamsadvisory.com
W ostatnim czasie nie zapraszano do recenzowania
Ta firma nie zapraszała ostatnio swoich klientów do recenzowania, dlatego recenzje mogą nie być w pełni reprezentatywne
Jak firma korzysta z Trustpilot
Dowiedz się, w jaki sposób pozyskiwane, oceniane i moderowane są ich recenzje i oceny.
The team doing professional quality…
The team doing professional quality job. Very impressive!
Just overall not a good experience.
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.
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.
After a brief hiccup at the beginning…
After a brief hiccup at the beginning everything went really well. They were on top of it from start to finish and always available to answer questions.
OCCAMS STAFF HELPED ME TO GET MY ERC…
OCCAMS STAFF HELPED ME TO GET MY ERC WITH ALL THE EFFORTS FROM THEIR SIDE AND IT IS COMPLETED.
They did what they said they would do
They did what they said they would do. They also kept in communication.
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.
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.

Odpowiedź od Occams Advisory Inc.
They walked me through the ERC Credit…
They walked me through the ERC Credit process. They had the expertise and answered my questions along the way.
They did a great service for our…
They did a great service for our company in making sure we got our refund on time.
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.
Occams handled all the difficult pieces…
Occams handled all the difficult pieces and made the process very easy. My accountant didn't want to take it on but Occams did and did it very well--thank you
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.
OCCAMS Advisory guided us thru the…
OCCAMS Advisory guided us thru the process in very professional way! extra effort by Steve Mittonburg was great
Trusted group
The folks were awesome and took care of it all just had to provide proper documentation. CSC(SS) Ret. USN Mark Martin
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
Occams delivered on everything they promised
Occams delivered on everything they ever stated or promised to me. This company is top notch and I have referred 2 other friends that are business owners and they received excellent service.
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.
Doświadczenie Trustpilot
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