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.
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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. See more
