RMJ Small Business Services is Suing the Individuals Below
Occams Advisory is now facing litigation initiated by us. We and our representatives referred clients to Occams to facilitate their Employee Retention Credit filings. After the IRS issued refunds and those clients paid Occams’ invoices, millions in commissions have gone unpaid to us and our field, after exhaustive attempts by us and our legal counsel, to collect what we’re rightfully due.
Our lawsuit alleges non-payment of contractual commissions, wrongful withholding of earned compensation, and systemic mishandling of obligations to affiliates. In addition, they violated a non-solicitation clause by cutting a side deal with our affiliate Susan Margiloff that fraudulently diverted RMJ’s share of commissions.
We ask affected partners to stand with us as we hold Occams Advisory and its executives accountable. Together, we will pursue what is rightfully owed.
Millions Owed, Promises Broken: Stand Up Against Occams Advisory
Discover the truth behind the broken promises and unpaid commissions. Join the fight for justice and ensure your voice is heard.
Unpaid Commissions
Explore the details of how agents were left uncompensated despite fulfilling their contractual obligations. Learn More
Broken Trust
Understand the breach of trust and deceptive practices that has led to this significant legal action. Learn More
Join us in holding Occams Advisory accountable.
Allegations Against Occams Advisory
Breach of Trust and Duty
This is who they say they are:
Occams Advisory presents themselves as a professional firm. However, they don’t keep their promises.
They have been accused of failing to honor contractual agreements, specifically regarding the non-payment of commissions owed to agents.
These allegations include the unlawful withholding of earned compensation, breach of agreement, and violation of a non-solicitation clause by cutting a side deal with a partner, in an attempt to fraudulently divert RMJ’s share of commissions. The company is accused of deceptive practices that have left many professionals without their hard-earned compensation.
They claim integrity; similar issues surfaced in Delta Lawsuit.
DELTA AIRLINES FILES CHARGES AGAINST OCCAMS CEO
Sued By Delta Airlines
Delta sued Occams CEO Anupam Satyasheel, among other defendants, for running fraudulent travel websites and impersonating Delta, both online and over the phone.
They allegedly deceived Delta’s customers, exploited Delta’s bereavement/medical policies, and profited by overcharging customers. In the lawsuit, Delta sought injunctions, damages, and punitive relief to stop the schemes and recover losses.
Defendants engaged in fraud, trademark infringement, counterfeiting, unfair competition, and unjust enrichment, damaging Delta’s reputation and customers.
We Have Officially Filed Suit
Nature of the Action. Plaintiff [RMJ Small Business Services, LLC] (“Plaintiff”) brings this civil action against Occams Advisory and certain members of its executive leadership (collectively, “Defendants”) for fraud, breach of contract, and unjust enrichment arising from Defendants’ failure to pay agreed referral fees.
As alleged herein and on information and belief, Defendants solicited Plaintiff’s referrals with explicit assurances regarding fee schedules and timely payment, knowingly misrepresented their intent and/or ability to pay, induced Plaintiff’s performance, accepted the resulting business and revenues, and then refused to remit referral compensation. Plaintiff reasonably relied on Defendants’ representations and suffered ascertainable damages.
*This action is wholly unrelated to any dispute or matter involving Delta.
Relief Sought. Plaintiff seeks compensatory damages in an amount to be proven at trial, pre- and post-judgment interest, punitive damages for willful and malicious fraud, costs, and attorneys’ fees as permitted by contract or statute, together with such other and further relief as the Court deems just and proper.
Voices of Justice
“They ruined my credit. I’m in a lawsuit with Discover and expect more to come. I paid them $1,200 a month and they did nothing—no proof of work, nothing. Then they forced me to sign away my rights just to get a refund, or they’d keep my money.
Horrible people!!!!”
“As an RMJ agent, I worked hard for my commissions, but Occams Advisory has withheld payment, showing a lack of honesty and integrity. My family was depending on that income. On top of this, one of my clients is being audited by the IRS and can’t get timely support, as Occams rarely responds to calls or emails. Another client tried for six months to reach them about his account, but never received a reply.”
“Occams owes me about $20,000 in unpaid commissions from two top ERC clients. Despite waiting for IRS payouts, they’ve refused to pay, caused me significant stress, and failed to support clients during audits as promised. I’ve lost all confidence in them—they’re the worst company I’ve worked with.”
Add Your Story
If you have been affected by Occams Advisory’s failure to pay, we urge you to share your story. Fill out the form below to help us gain insightful information on your experience. Don’t let Occams Advisory evade accountability for alleged deception. Stand with us to stop their deceptive business practices.