Occams Advisory

Occams Advisory Empowering MSMEs with innovative, impactful solutions in business, capital, tax and fintech advisory.

Occams Advisory is a global professional and business advisory firm founded in 2012, serving micro, small, and medium-sized enterprises (MSMEs) worldwide. With offices in the U.S., Canada, and India, we deliver integrated solutions across business growth, capital markets, and financial technology. Guided by the principle of simplifying complexity, our team combines Fortune 500 expertise, entrepren

eurial insight, and global perspectives to help clients unlock sustainable growth. From strategic planning and tax advisory to investment banking and payment solutions, our services are designed to meet the unique challenges of each business we serve. Recognized by Inc. 5000 and ranked #25 by Fortune Magazine for process innovation, Occams is trusted by clients in over 120 countries. Our work is driven by purpose—we contribute 1–2% of top-line revenue to global education and essential aid programs, supporting over 45,000 individuals across North America, Africa, and South Asia. We turn challenges into clarity, helping MSMEs grow with confidence in an ever-changing world. Global Reach | Tailored Solutions | Growth Partners | Purpose-Driven Impact

You may be eligible for an IRS refund.Paid IRS penalties or interest during COVID? A federal court ruling may allow qual...
05/26/2026

You may be eligible for an IRS refund.

Paid IRS penalties or interest during COVID? A federal court ruling may allow qualifying taxpayers to recover eligible amounts.

-The IRS will not issue refunds automatically.
-Check your eligibility before July 10, 2026.

Determine your refundable penalties and interest with Team Occams today.

For Consultation: https://bit.ly/3X6era9

Freedom carries a memory.This Memorial Day, we honor the courage, sacrifice, and legacy of the heroes who made freedom p...
05/25/2026

Freedom carries a memory.

This Memorial Day, we honor the courage, sacrifice, and legacy of the heroes who made freedom possible. Their service will never be forgotten.

Some battles happen on the battlefield. Others happen in silence long after the war is over.In Episode 13 of Inception t...
05/24/2026

Some battles happen on the battlefield. Others happen in silence long after the war is over.

In Episode 13 of Inception to Infinity, Anupam Satyasheel, Founder & Group CEO of Occams Advisory, speaks with David Shoup, United States Marine Corps Combat Veteran, Attorney, and Founder of Mission Freedom, about trauma, resilience, leadership, discipline, and rebuilding life after PTSD.

From serving in combat zones across the globe to helping others break free from fear, anxiety, and emotional trauma, David’s story is a powerful reminder that true strength is often built through the hardest battles.

This is more than a conversation about the military. It is about mindset, purpose, emotional resilience, and the journey toward freedom within.

▶️ Watch full episode on YouTube:
https://youtu.be/nACApujbmno

🎧 Listen to full episode on Spotify:
https://open.spotify.com/episode/5KCBMsbreEJOYu9PRmUOK8?si=Ud4z2XozR2qqvpuXUuUl4A

If this story resonates with you, share it with someone who needs to hear it today.

Inception To Infinity by Occams Advisory · Episode

05/23/2026

Some battles happen on the battlefield. Others happen long after the war is over.

In an upcoming episode of Inception to Infinity, Anupam Satyasheel, Founder & Group CEO of Occams Advisory, speaks with David Shoup, United States Marine Corps Combat Veteran, Attorney, and Founder of Mission Freedom.

From combat missions around the world to overcoming PTSD, anxiety, and emotional trauma, David opens up about the journey that transformed his life and is now helping others reclaim theirs.

This is more than a conversation about the military. It is about resilience, mindset, discipline, leadership, and finding purpose through adversity.

Stay tuned for the full episode. You will not want to miss this one.

Curious how Research and Development (R&D) is shifting in 2026?From evolving tax credit strategies to changing policy pr...
05/22/2026

Curious how Research and Development (R&D) is shifting in 2026?

From evolving tax credit strategies to changing policy priorities, businesses need to stay ahead of what’s coming next.

Our latest whitepaper maps the key changes leaders should know to better prepare for innovation, planning, and growth.

Know what’s changing before you plan.

Read now: https://bit.ly/3v2bE5v

Some tariff costs may not be as final as they appear.Past IEEPA duties paid on imports could still hold potential recove...
05/20/2026

Some tariff costs may not be as final as they appear.

Past IEEPA duties paid on imports could still hold potential recovery opportunities—if reviewed in time.

At Occams Advisory, we help businesses identify eligible entries, review filings, and navigate the recovery process before opportunities are missed.

Don’t let recoverable value stay hidden in your balance sheet.

Learn more: https://occams.ai/ieepa-refund-recovery-guide

Did you pay IRS penalties during COVID? You may still be eligible to recover:✔️ Late filing penalties✔️ Late payment pen...
05/19/2026

Did you pay IRS penalties during COVID?

You may still be eligible to recover:
✔️ Late filing penalties
✔️ Late payment penalties
✔️ Estimated tax penalties
✔️ IRS interest charges

A federal court ruling may open the door for refunds on qualifying payments made between January 20, 2020, and July 11, 2023.

-The IRS will not issue refunds automatically.
-Deadline to claim: July 10, 2026

Connect with Team Occams Advisory to check your eligibility today.

Consult Now: https://bit.ly/3X6era9

IEEPA refunds don’t usually get missed overnight.They’re lost quietly—when entries go unreviewed and action comes too la...
05/15/2026

IEEPA refunds don’t usually get missed overnight.
They’re lost quietly—when entries go unreviewed and action comes too late.

At Occams Advisory, we help businesses stay ahead of critical filing requirements and recover eligible refunds before opportunities are missed.

Learn more here: https://occams.ai/ieepa-refund-recovery-guide

Address

2170 Main Street , Ste. 203
Sarasota, FL
34237

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+12125311111

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