Occams Advisory

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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, entrepreneurial 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

Some achievements may look self-made from the outside. But behind every milestone are people, opportunities, experiences...
10/08/2026

Some achievements may look self-made from the outside. But behind every milestone are people, opportunities, experiences, and lessons that shape the person behind it.

In his Saturday Words of Wisdom session with Sri Sathya Sai University for Human Excellence, Anupam Satyasheel, Founder & Group CEO of Occams Advisory and former Wall Street investment banker, reflects on what it truly means to build a successful life and career.

His perspective goes beyond professional accomplishments, touching on gratitude, the influence of others, and the experiences that shape who we become.

A thoughtful conversation and a reminder that success is rarely built alone: https://www.youtube.com/watch?v=M5Gsa9gJakQ

Most businesses plan in pieces.Cash flow sits with the bookkeeper. Tax sits with the accountant. Capital waits for the n...
10/07/2026

Most businesses plan in pieces.

Cash flow sits with the bookkeeper. Tax sits with the accountant. Capital waits for the next raise. Growth lives in the founder's head.

Every decision gets made with part of the picture missing.

At Occams, we connect those pieces into one financial plan, so every move is made with the full view in front of you.

This World Financial Planning Day, start with the full picture.

Your R&D budget isn’t just an expense. It may be an untapped source of tax value. Every dollar invested in qualifying en...
10/06/2026

Your R&D budget isn’t just an expense. It may be an untapped source of tax value.

Every dollar invested in qualifying engineering and R&D activity represents potential credit value, but only if the underlying expenses are properly identified, calculated, and substantiated.

You’ve already funded the R&D. The question is: how much tax value are you leaving on the table?

Let Occams Advisory calculate what your R&D spend could be worth: https://bit.ly/3v2bE5v

Company of the Year on the global stage.Occams Advisory has officially taken home Silver at the 2026 Best in Biz Awards ...
10/05/2026

Company of the Year on the global stage.

Occams Advisory has officially taken home Silver at the 2026 Best in Biz Awards International.

This level of global recognition does not happen by accident. It is a direct result of the relentless drive across our firm to architect smarter capabilities and deliver measurable impact. This win belongs to the teams solving complex problems every single day, and the clients who trust us with their most critical work.

Thank you, to our incredible team and the partners who make this possible.
Check it out: https://bit.ly/3U8XYmj

Drop a comment below and join us to celebrate this milestone, because we are just getting started on what comes next.

A stronger substantiation process brings qualification, expenditure analysis, and time allocation into one structured wo...
10/02/2026

A stronger substantiation process brings qualification, expenditure analysis, and time allocation into one structured workflow, making it effortless to organize the information behind your claim.

With a technology-enabled approach, you can turn ongoing R&D activity into structured evidence instead of piecing everything together when it is time to file.

Take the stress out of your year-end filing and claim the funding your innovation deserves. Swipe through to see how it works, and start your No-Cost Feasibility review today: https://bit.ly/3v2bE5v

R&D doesn’t happen in one system. Your substantiation shouldn’t have to either.When project activity, costs, qualificati...
10/01/2026

R&D doesn’t happen in one system. Your substantiation shouldn’t have to either.

When project activity, costs, qualification and time allocation are easier to connect, the evidence behind an R&D claim becomes easier to document and support.

Occams Advisory and TaxVantage.ai bring these elements into a structured, technology-enabled workflow designed to make substantiation more traceable from R&D activity to tax claim.

Build the evidence as the work happens.

Planning your R&D tax credit claim? Let’s talk: https://bit.ly/3v2bE5v

R&D substantiation shouldn't be a year-end scavenger hunt. Save your finance team the stress and reclaim those lost hour...
09/30/2026

R&D substantiation shouldn't be a year-end scavenger hunt. Save your finance team the stress and reclaim those lost hours.

The evidence already exists across your payroll, projects, engineering, product records, and technical decisions. The challenge is bringing it all together before months pass and the details become impossible to reconstruct.

Occams Advisory builds confidence in your claims by combining specialized tax expertise with TaxVantage.ai. We organize the entire substantiation process to drastically reduce the heavy lifting required from your technical teams.

Stop chasing old records. Leave the year-end stress behind and get your time back by clicking here: https://bit.ly/3v2bE5v

Precision drives real growth. Today, that standard earned a Silver. Occams Advisory has won the 2026 Globee Innovation A...
09/30/2026

Precision drives real growth. Today, that standard earned a Silver.

Occams Advisory has won the 2026 Globee Innovation Award for Achievement in Operational Excellence. This recognizes our work pioneering integrated, intelligence-driven advisory solutions for middle-market operators.

This milestone belongs to our team who brings clear visibility to every decision, and to the founders who trust us when the details matter most.

Join us in celebrating the people who make this standard possible: https://bit.ly/4dbL5hH

Securing your 2026 R&D tax credits takes more than just finding qualifying activity. With the bar raised, businesses nee...
09/29/2026

Securing your 2026 R&D tax credits takes more than just finding qualifying activity. With the bar raised, businesses need airtight documentation to back up their claims.

Section G generally requires detailed business-component reporting for many taxpayers, and an erroneous claim can trigger a 20% penalty on the excessive amount claimed.

Documentation is no longer just a filing requirement. It is the shield that protects your claim.

Secure your tax credits with us and eliminate the guesswork from qualification through substantiation: https://bit.ly/3v2bE5v

09/28/2026

R&D is already happening across your business.

With heightened reporting scrutiny and potential penalties for missteps, documentation matters more than ever. Occams pairs specialized R&D tax expertise with TaxVantage.ai to help identify qualifying activity, calculate the credit with precision, and build an airtight supporting claim.

See what your R&D is worth. Start your no-cost feasibility review today: https://bit.ly/3v2bE5v

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

Website

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