Ruth-Ann J.
Posted
Held my hand in gathering correct doc…
Held my hand in gathering correct doc from ma account.

Excellent
43 reviews
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.
Occams Advisory Inc. (occamsadvisory.com) has 43 customer reviews on Consumer Courier, with an average rating of 4.8 out of 5.
43 approved reviews, newest moderated first
Ruth-Ann J.
Posted
Held my hand in gathering correct doc from ma account.
Bill W.
Posted
Great experience All of the people I worked with were very professional and prompt in answering all the questions I had. Great Job!! To all involved
Rye N.
Posted
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 they delivered!
Mike C.
Posted
Timely and fallowed up. Informed me what was needed and gave me a time frame when it would occur.
Dr. William M.
Posted
You followed up
Scott W.
Posted
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.
Ted S.
Posted
Precise and proactive communications
Leeann
Posted
I was very skeptical at first. Sending really big checks to someone I really didn't know was very scary. But, everything they said was true, and my debt to the IRS was erased and I even received rebates!