INVOKE TAX PARTNERS, LLC
FORT LAUDERDALE, FLORIDA

Invoke Tax Partners, LLC, is a boutique consulting firm based in Dallas/Fort Worth, specializing in indirect tax, expense, and audit solutions. Since launching in 1988, it has cultivated a diverse clientele across the nation by positioning its headquarters in Texas while maintaining a base in Florida. The firm works with notable clients such as Graybar Electric Company, Inc., Husqvarna, SPM Communities, and hotel portfolios across various states, showcasing their expertise in handling nuanced property tax obligations. They focus on sectors like multifamily property management and commercial real estate appraisal, delivering substantial financial savings by reducing client tax bills. Invoke Tax Partners is renowned for its innovative proprietary cloud applications and middleware solutions that facilitate seamless data integration into a client dashboard, offering round-the-clock access to critical information without the need for multiple vendors. The firm values developing strong bonds with state and local authorities to provide insightful guidance to their clients. The firm's reputation as a trusted partner is built on prioritizing client needs through attentive listening and dedicated support, fostering long-lasting relationships based on trust and commitment. Leading the company are key figures like Jerrod Raymond, Manager, and Preston Bass, CFO, who ensure that Invoke Tax Partners continues to address their clients' evolving needs effectively. Previously operating under the name CTMI, LLC, the firm was reinstated as an active company on September 26, 2023. Its latest annual report covers 2024. Based in Florida, they maintain a range of office locations and provide several contact numbers, with more information available on their website: ctmi.com.