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Insights

Global Growth Baker Tilly International’s ongoing leadership appointments and expansion efforts signal a strong push into advisory services and technology-enabled client delivery across regions, presenting opportunities to offer scalable compliance, tax advisory, and AI-driven advisory solutions to mid-market clients.

AIDriven Services Recent hires for chief AI and technology officer and strategic AI partnerships indicate a commitment to AI-enabled client service, providing a pathway to propose AI analytics, automation, data integration, and decision-support solutions for tax and advisory workflows.

Tech Stack Fit Current tech stack including Google Ads, Calendly, Apache Spark, Talend, Shopify, Epic Systems, Brevo, and Heroku suggests receptivity to data orchestration, CRM automation, marketing tech, and cloud platform integrations, presenting opportunities for modernization, data pipelines, and marketing operations enhancements.

Strategic Partnerships Recent collaboration with Ode to advance AI-enabled client service and history of private equity investment imply openness to partnerships and vendor programs; ideal angle for value-added reseller or managed services partnerships, especially around analytics, process automation, and cloud-based delivery models.

Growth Markets Expansion indicators such as new global head of advisory services, relocation to support headcount growth, and long-range planning initiatives show demand growth and potential for cross-sell of tax, audit, and advisory services to mid-market clients within the Baker Tilly ecosystem and external targets seeking scalable solutions.

Similar companies to Invoke Tax Partners

Invoke Tax Partners Tech Stack

Invoke Tax Partners uses 8 technology products and services including Google Ads, Calendly, Apache Spark, and more. Explore Invoke Tax Partners's tech stack below.

Media & News

Invoke Tax Partners's Email Address Formats

Invoke Tax Partners uses at least 5 email formats:
Invoke Tax Partners Email FormatsExamplePercentage
FLast@ctmi.comJDoe@ctmi.com
99%
First.Last@ctmi.comJohn.Doe@ctmi.com
1%
First.Last@bakertilly.comJohn.Doe@bakertilly.com
98%
Last.First@bakertilly.comDoe.John@bakertilly.com
1%
LastF@bakertilly.comDoeJ@bakertilly.com
1%

Frequently Asked Questions

What is Invoke Tax Partners's phone number?

Minus sign iconPlus sign icon You can contact Invoke Tax Partners's main corporate office by phone at
+1-469-206-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Invoke Tax Partners's official website and social media links?

Minus sign iconPlus sign iconInvoke Tax Partners's official website is bakertilly.com and has social profiles on LinkedIn.

How much revenue does Invoke Tax Partners generate?

Minus sign iconPlus sign icon As of July 2026, Invoke Tax Partners's annual revenue is estimated to be $50M - $100M.

What is Invoke Tax Partners's NAICS code?

Minus sign iconPlus sign iconInvoke Tax Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Invoke Tax Partners have currently?

Minus sign iconPlus sign iconAs of July 2026, Invoke Tax Partners has approximately 52 employees across 2 continents, including North America and Europe. Key team members include Chief Executive Officer: J. S., Socio: B. S. and Partner: T. S. Explore Invoke Tax Partners's employee directory with LeadIQ.

What industry does Invoke Tax Partners belong to?

Minus sign iconPlus sign iconInvoke Tax Partners operates in the Financial Services industry.

What technology does Invoke Tax Partners use?

Minus sign iconPlus sign iconInvoke Tax Partners's tech stack includes Google Ads, Calendly, Apache Spark, Talend, Shopify, Epic Systems, Brevo and Heroku.

What is Invoke Tax Partners's email format?

Minus sign iconPlus sign iconInvoke Tax Partners's email format typically follows the pattern of FLast@ctmi.com. Find more Invoke Tax Partners email formats with LeadIQ.
Invoke Tax Partners logo

Invoke Tax Partners

Financial ServicesTexas, United States51-200 Employees

Invoke Tax Partners is a mid-sized financial services firm based in Dallas, Texas. It has been integrated into Baker Tilly, with the entity described as now part of Baker Tilly and a prompt to follow Baker Tilly US on LinkedIn. The arrangement places the firm within Baker Tilly's broader professional services network. 

Recent Baker Tilly International activity includes expanding offices to New York, with New York City designated as the firm’s headquarters, and acquiring Anchin, Inc. These moves reflect a focus on strengthening presence in major markets and serving mid-market clients. As Invoke Tax Partners is now part of Baker Tilly, the Dallas location participates in a global professional services platform.

Section iconCompany Overview

Phone number
+1-469-206-****
Website
bakertilly.com
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M - $100M

    Invoke Tax Partners's revenue is estimated to be in the range of $50M - $100M

Company Leadership

  • Chief Executive Officer at Invoke Tax Partners
    J. S.
    Chief Executive Officer
    Mobile Phone
  • Socio at Invoke Tax Partners
    B. S.
    Socio
    Mobile Phone
  • Partner at Invoke Tax Partners
    T. S.
    Partner
    Mobile Phone
  • Vice President at Invoke Tax Partners
    C. M.
    Vice President
    Mobile Phone
  • Analyst Ii at Invoke Tax Partners
    H. D.
    Analyst Ii
    Mobile Phone

Employee Directory

  • Senior Consultant at Invoke Tax Partners
    W. R.
    Senior Consultant
    Mobile Phone
  • Severance Tax Consultant at Invoke Tax Partners
    C. B.
    Severance Tax Consultant
    Mobile Phone
  • Diector-West Coast Region Property Tax at Invoke Tax Partners
    T. D. D.
    Diector-West Coast Region Property Tax
    Mobile Phone
  • Property Tax Consultant at Invoke Tax Partners
    N. H.
    Property Tax Consultant
    Mobile Phone
  • Rideshare Driver at Invoke Tax Partners
    A. S.
    Rideshare Driver
    Mobile Phone

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