Occams Advisory Inc.

1962 Main Street, Suite 420, 34236, Sarasota, United States
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4.85
Based on 20 Reviews

5

90.00%

4

5.00%

3

5.00%

2

0.00%

1

0.00%
About Occams Advisory Inc.

Occams Advisory brings Fortune 500 expertise to medium and small businesses. We serve not only as a trusted advisor, but also as a growth partner to advance our clients through their business lifecycle, from Inception to Infinity. We leverage our own entrepreneurial experiences, and a global, diverse perspective to deliver best-in-class capabilities to our clients. We help entrepreneurs synchronize and optimize upon diverse aspects of their business by providing clarity out of complexity through proven, customized, and integrated solutions to drive long-term, sustainable, and balanced growth. Our passionate journey has been distinguished by recognition from: 1. 2023: #178 Fortune’s Most Innovative Companies (#25 in Process, #61 Culture) 2. 2023: #469 Financial Time’s The Americas’ Fastest-Growing Companies 3. 2022: #471 Financial Time’s The Americas’ Fastest-Growing Companies 4. 2021: #478 Financial Time’s The Americas’ Fastest-Growing Companies 5. 2020: #423 Financial Time’s The Americas’ Fastest-Growing Companies 1. 2021: #4511 Inc. 5000 Fastest-Growing Private Companies in America 2. 2020: #4257 Inc. 5000 Fastest-Growing Private Companies in America 3. 2019: #3575 Inc. 5000 Fastest-Growing Private Companies in America 4. 2018: #438 Inc. 5000 Fastest-Growing Private Companies in America 5. 2017: #211 Inc. 5000 Fastest-Growing Private Companies in America 6. 2016: #153 Inc. 5000 Fastest-Growing Private Companies in America

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Customer
GB

They go above and beyond. 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 submitted, they were very quick in turning around an initial response. The most important point is that they review every aspect of your situation to ensure that your review results account for the highest calculated credit your company has a right to file for. They go above and beyond, and leave no stone unturned.

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Mark Martin
GB

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

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ROXANE MAY
GB

We not done with each other yet We not done with each other yet, LOL What made this possible for me is MARIA. I love the one to one contact. I love reaching her by phone or email, and I love that she knows my name. LOL

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Leeann
GB

I was very skeptical at first 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!

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Rye Nazarian
GB

Working with Occams was a fantastic… 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!

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