Capabilities
Eight service lines, one operating system for capital.
Malone Specialty Contractor – Missing Return Restoration
Occams Marketing
206Recent Posts
High-Risk Payments Enablement
Industry - Payment Processing
Behavioral Health Platform Growth Investment
Industry - Growth Investment in a Behavioral Health Platform
Principal Investing
Industry - Consumer Goods Brand Turnaround
Global Expansion Solutions
Industry - Business Solutions
Women’s Recovery ERC Funding
Industry - Tax Strategy and Specialty Credits / Employee Retention Credit
Malone Specialty Contractor – Missing Return Restoration
Occams Marketing
206Challenge:
Client received ERC checks for all but one quarter due to a missing original Form 941, blocking the IRS from processing 941-X corrections across three entities.
Solution:
Occams pulled IRS transcripts to confirm the missing record, refiled the original 941, and coordinated escalations through TAS to move the case forward. This scenario became a new diagnostic checkpoint in Occams’ ERC triage process.
Impact:
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Capital Released: ~$1.2M ERC funds unlocked.
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Client Reassurance: Frequent updates eased stress during a sensitive IRS process.
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Institutional Learning: SOP created to ensure future cases avoid similar delays.
