Capabilities
Eight service lines, one operating system for capital.
Vela Investment Corp – Quarter Correction
Occams Marketing
62Recent 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
Malone Specialty Contractor – Missing Return Restoration
Industry - Tax Strategy and Specialty Credits
Global Expansion Solutions
Industry - Business Solutions
Vela Investment Corp – Quarter Correction
Occams Marketing
62Challenge:
The IRS misallocated Vela’s ERC filing, crediting Q2 wages to Q3 and reducing the refund amount. This left Q2 fully unapproved and threatened a seven-figure funding gap.
Solution:
Occams created a formal IRS advocacy package, escalated the case to the Taxpayer Advocate Service (TAS), and engaged the client’s congressional representative to accelerate resolution. Developed a repeatable internal process for future misallocation cases.
Impact:
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Funds Recovered: $1.18M in ERC credits secured, including $300K initially withheld.
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Efficiency Gains: Playbook shortened resolution timelines for subsequent cases.
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Client Assurance: Transparent communication built confidence and trust.
