Occams Advisory Inc. Omdömen 

43
•
TrustScore 4.5 av 5

4,4

Även om vi inte verifierar specifika påståenden eftersom omdömeslämnarnas åsikter är deras egna, kan vi märka omdömen med en ”verifierat”‑etikett ifall vi kan bekräfta att en företagsinteraktion har ägt rum. Läs mer

För att skydda plattformens integritet granskas både verifierade och overifierade omdömen av vår automatiserade programvara som är tillgänglig dygnet runt. Tekniken är utformad för att identifiera och ta bort innehåll som bryter mot våra riktlinjer, inklusive omdömen som inte är baserade på en äkta upplevelse. Vi är medvetna om att vi inte kan lägga märke till allt. Det går att flagga sådant som du tror att vi kan ha missat. Läs mer

Det här tycker kunderna

Betygsatt 5 av 5 stjärnor

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... Se mer

Betygsatt 5 av 5 stjärnor

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... Se mer

Betygsatt 3 av 5 stjärnor

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... Se mer

Företaget har svarat

Betygsatt 5 av 5 stjärnor

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... Se mer

Företagsinformation

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  3. Ekonomisk rådgivning

Skrivet av företaget

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.


Kontaktuppgifter

4,4

Utmärkt

TrustScore 4.5 av 5

43 omdömen

5 stjärnor
4 stjärnor
3 stjärnor
2 stjärnor
1 stjärna

Ingen aktuell inbjudningshistorik

Det här företaget har inte bjudit in sina kunder på länge. Omdömen kanske inte är representativa

Så använder företaget Trustpilot

Se hur deras omdömen och betyg hämtas, betygsätts och modereras.

4,4

Alla omdömen

(43)

1 omdöme under de senaste 12 månaderna

Skriv ett omdöme
Företag på Trustpilot får inte erbjuda incitament eller betala för att dölja omdömen. Omdömen är enskilda användares åsikter och inte Trustpilots åsikter. Läs mer

Betygsatt 5 av 5 stjärnor

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 september 2024
Omdöme utan inbjudan
Betygsatt 5 av 5 stjärnor

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 september 2025
Omdöme utan inbjudan
Betygsatt 3 av 5 stjärnor

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 september 2025
Omdöme utan inbjudan
Logotyp för Occams Advisory Inc.

Svar från 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

Betygsatt 5 av 5 stjärnor

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 september 2025
Omdöme utan inbjudan
Betygsatt 3 av 5 stjärnor

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 september 2022
Betygsatt 4 av 5 stjärnor

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 augusti 2023

Detta är Trustpilot

Vem som helst får skriva ett omdöme på Trustpilot. Den som skriver ett omdöme äger sitt omdöme och detta innebär att personen i fråga kan redigera eller ta bort sitt omdöme när som helst. Omdömen finns kvar på Trustpilot sålänge omdömeslämnarens konto är aktivt.

Vi skyddar vår plattform med hjälp av dedikerade medarbetare och smart teknologi. Läs mer om hur vi bekämpar falska omdömen.

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