Challenge:  
Women’s Recovery, a Denver-based rehabilitation clinic exclusively serving women, faced pandemic-era staffing shortages and restricted in-person services. Expansion plans and continued treatment for vulnerable women were at risk without immediate financial relief.  

Solution:  
Occams led the organization through the Employee Retention Credit (ERC) process, performing detailed eligibility analysis, automating calculations through a proprietary workflow, securing independent tax opinions for audit defense, and coordinating full compliance documentation across U.S. and India teams.  

Impact:  

• Funding Secured: $400K+ in ERC funding received.  

• Mission Protected: Treatment capacity expanded, staff retained, and critical services continued.  

• Risk Mitigation: Rigorous compliance approach insulated the clinic from future IRS challenges.  

• Founder Impact: Described the relief as “life-changing,” citing its direct effect on the women they serve.