Invoke Tax Partners Revenue, Growth & Competitor Profile

DBA CTMI, LLC

Company Profile & Annual Report for Invoke Tax Partners

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Invoke Tax Partners Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	541213 Tax Preparation Services
Additional NAICS Codes	813 Religious, Grantmaking, Civic, Professional & Similar Organizations
Address	12221 Merit Dr. Ste 1200 Dallas, TX 75251

Note: Revenues for privately held companies are statistical evaluations.


Invoke Tax Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Invoke Tax Partners's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Invoke Tax Partners is classified as operating in the Tax Preparation Services industry, NAICS Code 541213.

Invoke Tax Partners Annual Revenue and Growth Rate

Invoke Tax Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Invoke Tax Partners's revenues are gauged from an analysis of company filings.

Invoke Tax Partners's Income Statement (based on Industry Averages)

Invoke Tax Partners P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Invoke Tax Partners is developing and marketing. Invoke Tax Partners doesn't have any recent trademark applications, indicating Invoke Tax Partners is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
INVOKE Business services, namely, providing consulting services regarding reduction of state and local property taxes including real property taxes and personal property taxes, regarding reduction of state and local sales and use taxes, and regarding expense recovery services such as account payable reviews and assistance in locating any unclaimed property	10/01/2019
INVOKE TAX PARTNERS Business services, namely, providing consulting services regarding reduction of state and local property taxes including real property taxes and personal property taxes, regarding reduction of state and local sales and use taxes, and regarding expense recovery services such as account payable reviews and assistance in locating any unclaimed property	10/01/2019

See all trademarks and details in the Full Report.

Market Share of Invoke Tax Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Invoke Tax Partners, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
H&R BLOCK MANAGEMENT	Kansas City, MO	100
IGS SOLUTIONS	Los Angeles, CA	2
SOVOS COMPLIANCE	Wilmington, MA	2
DENTON CREEK ENTERPRISES	Justin, TX	2
APERCEN PARTNERS	Palo Alto, CA	1
JACKSON HEWITT TAX SERVICE	Sarasota, FL	1
RBT CPAS	Newburgh, NY	0
ANTHEM TAX SERVICES	Woodland Hills, CA	0
ANDERSEN BRENTWOOD	Brentwood, CA	0

Nearby Competitors

These companies are similar in business line and location to Invoke Tax Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
FORVIS	Dallas, TX	100
LL ROBERTS GROUP	Dallas, TX	45
SURGICAL NOTES MDP	Dallas, TX	28
SAVILLE DODGEN & COMPANY PLLC	Dallas, TX	7
PARADIGM DKD GROUP	Dallas, TX	7
LANE GORMAN TRUBITT	Dallas, TX	6

Other Companies at 12221 Merit Dr., Dallas TX

Company	Headquarters	Revenue ($ MM)
CHOLLA PETROLEUM	Dallas, TX	100
KRONEY MORSE LAN P.C.	Dallas, TX	0

Future Competition: Invoke Tax Partners's Fastest Growing Competitors

These companies are in the same general field as Invoke Tax Partners and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)