Every year, billions of dollars in tax credits remain untouched by small businesses. Despite growing awareness, many owners still fail to claim these funds. The lack of resources and guidance continues to widen the gap between large corporations and smaller firms.
However, one financial advisory firm is working to close that gap. Founded in 2012, Occam’s Advisory offers small businesses access to strategic services under one roof. From tax strategy to capital planning, the firm provides tools typically reserved for big companies. Founder Anupam Satyasheel built the firm after a decade on Wall Street. He believed smaller businesses deserved top-tier support too.
“Small businesses shouldn’t need five firms for five problems,” he explained in a recent interview. “We aim to be their one solution.”
Indeed, the firm’s integrated model has gained attention. It landed on the Inc. 5000 list eight times over the past nine years. More importantly, its services are unlocking hidden value for small firms nationwide.
Occam’s Advisory focuses heavily on overlooked tax credits. One key area is the Employee Retention Tax Credit. While, Satyasheel says $100 billion in tax credits are available annually. Yet, nearly 80 percent go unclaimed.
Unlocking hidden value has become a core mission for the firm and its clients. Business owners appreciate the chance to recover lost funds without up-front costs. Occam’s receives a portion of recovered credits, aligning its success with that of its clients.
The company also invests in its employees. Each team member receives a learning budget equal to three percent of their salary. They may pursue courses, certifications, or other growth opportunities. Even unrelated topics receive support if they benefit long-term growth.
As demand grows, Satyasheel looks ahead. “I’m always thinking about the next move,” he said. “Unlocking hidden value helps businesses prepare for what’s next.”
Also, he believes innovation and adaptability will shape the future of small business strategy. And with billions still unclaimed, his firm plans to keep unlocking hidden value for years to come.
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