INVOKE TAX PARTNERS, LLC
FORT LAUDERDALE, FLORIDA

Invoke Tax Partners, LLC, is a Dallas/Fort Worth-based boutique consulting firm specializing in indirect Tax, Expense, and Audit Solutions. Since its inception in 1988, the company has built a diverse national client base by strategically locating its headquarters in Texas while maintaining a presence in Florida. With a portfolio of clients including Graybar Electric Company, Inc., Husqvarna, SPM Communities, and various hotel portfolios across multiple states and jurisdictions, Invoke Tax Partners demonstrates a strong expertise in complex property tax obligations. Serving sectors like multifamily property management and commercial real estate appraisal, the firm has successfully delivered significant financial savings to its clients by reducing tax bills. The company prides itself on developing proprietary cloud applications and middleware solutions that provide seamless data integration into its client dashboard, enabling access to critical information 24/7 without relying on multiple vendors. Their commitment is further cemented in fostering positive relationships with state and local authorities to leverage knowledge leadership for their clients' benefit. Additionally, Invoke Tax Partners has earned its reputation as a trusted partner by prioritizing client needs through attentive listening and dedicated support. The firm's success stems from sustained relationships grounded in trust and commitment. Key executives include Jerrod Raymond, Manager, and Preston Bass, CFO—leaders who ensure the company continues to meet the evolving needs of their clientele. Previously known as CTMI, LLC, the company was reinstated on September 26, 2023, with its most recent annual report filed for the year 2024. Its corporate status is currently active in Florida under the Florida Company Status. The office locations span across multiple cities, and it remains reachable at a comprehensive set of contact numbers along with its website: ctmi.com.