Occams Advisory Inc.Reviews of occamsadvisory.com

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

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 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...The process took a long time, but it was well worth it in the end. The staff were all nice, friendly and professional.

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

Did exactly what they said they would do and they got us all this money that we didn’t even know about. Very easy and pleasant experience.

All representatives were very knowledgeable and customer service oriented. I felt they wanted to assist me and insure my needs were met. All my questions and concerns were addressed in a caring and professional manner- Thank you Fidelity and OCCAMS for your support in this effort!!!!!

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.