Insights

AI & Automation Opportunity Baker Tilly International has launched an AI platform for accountancy and advisory and is actively expanding AI-enabled client services. This presents a sales opportunity for AI integration, data analytics, and automation tooling to enhance audit, tax, and advisory workflows across mid-market clients.

Expansion & HQ Relocation Recent office openings and the move of headquarters to New York City signal growth and increased focus on the U.S. market, particularly in financial hubs. This creates a doorway for strategic partnerships, regional service expansion, and cross-border advisory capabilities for mid-market firms seeking scale.

M&A Backing Significant private equity investment and acquisitions, including the Anchin purchase, indicate strong capital backing and a growth trajectory. This suggests opportunities to offer technology-enabled audit, tax, and advisory solutions that support integration, compliance, and portfolio company services for PE-backed clients.

Auditing Competition Loss of a client auditor and ongoing competition with firms like KPMG highlights sensitivity to audit and assurance service value, pricing, and efficiency. This opens a sales window for risk and compliance tech stacks, streamlined audit workflows, and vendor consolidation offerings aimed at mid-market clients.

Financial Scale With revenue in the range of fifty to one hundred million and a 51–200 employee base, there is a solid mid-market footprint ripe for scalable cloud-based tax, ERP-integrated compliance, and data-driven advisory services tailored to growth-stage organizations.

Similar companies to Invoke Tax Partners

Invoke Tax Partners Tech Stack

Invoke Tax Partners uses 8 technology products and services including Avalara, Adobe Premiere Pro, SQL Server Reporting Services, and more. Explore Invoke Tax Partners's tech stack below.

Avalara
Accounting And Finance
Adobe Premiere Pro
Audio, Video, Graphics
SQL Server Reporting Services
Business Intelligence
StackAdapt
Demand Side Platforms
OneDrive
File Sharing
CompTIA Network+
IT
Bash
Operating Systems & Computing Languages
Java
Programming Languages

Media & News

Invoke Tax Partners's Email Address Formats

Invoke Tax Partners uses at least 2 format(s):

Invoke Tax Partners Email Formats	Example	Percentage
FLast@ctmi.com	JDoe@ctmi.com	99%
First.Last@ctmi.com	John.Doe@ctmi.com	1%
First.Last@bakertilly.com	John.Doe@bakertilly.com	98%
Last.First@bakertilly.com	Doe.John@bakertilly.com	1%
LastF@bakertilly.com	DoeJ@bakertilly.com	1%

Frequently Asked Questions

What is Invoke Tax Partners's phone number?

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?

Invoke Tax Partners's official website is bakertilly.com and has social profiles on LinkedIn.

How much revenue does Invoke Tax Partners generate?

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

What is Invoke Tax Partners's NAICS code?

Invoke Tax Partners's NAICS code is 52 - Finance and Insurance.

How many employees does Invoke Tax Partners have currently?

As of July 2026, Invoke Tax Partners has approximately 52 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: J. S.Partner: T. S.Vice President: C. M.. Explore Invoke Tax Partners's employee directory with LeadIQ.

What industry does Invoke Tax Partners belong to?

Invoke Tax Partners operates in the Financial Services industry.

What technology does Invoke Tax Partners use?

Invoke Tax Partners's tech stack includes AvalaraAdobe Premiere ProSQL Server Reporting ServicesStackAdaptOneDriveCompTIA Network+BashJava.

What is Invoke Tax Partners's email format?

Invoke 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

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

Invoke Tax Partners's official website is bakertilly.com. Invoke Tax Partners has social profiles on LinkedIn.

Q: How many employees does Invoke Tax Partners have currently?

Invoke Tax Partners has approximately 52 employees.

Q: What technology does Invoke Tax Partners use?

Invoke Tax Partners's tech stack includes QuickBooks, SOC 2, Microsoft Dynamics, Kubernetes, Google Cloud.

Q: What is Invoke Tax Partners's NAICS code?

Invoke Tax Partners's NAICS code is 52 (Finance and Insurance).

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.