Baker Tilly Expands Specialty Tax Services with Invoke Tax Partners

DALLAS--(BUSINESS WIRE)--Leading advisory, tax and assurance firm Baker Tilly announces the acquisition of Invoke Tax Partners (Invoke), a nationally recognized state and local tax specialty firm based in Dallas. This acquisition enhances Baker Tilly’s capabilities in real estate and business personal property tax, sales and use tax and severance tax.

“By bringing Invoke’s cutting-edge expertise and dynamic team into Baker Tilly, we’re not just augmenting our specialty tax services — we’re redefining how we deliver value to clients on a national level,” said Lynette Stolarzyk, managing principal – tax services at Baker Tilly. “This combination empowers us to drive meaningful results for clients in key industries like manufacturing, commercial real estate, energy and distribution.”

The addition of Invoke is a strategic move that aligns with Baker Tilly’s ongoing commitment to expanding its specialized service offerings and deepening its client relationships. This acquisition, along with recent moves such as the acquisitions of CironeFriedberg in Connecticut, Hayflich CPAs in West Virginia and Hancock Askew in the Southeast, represents a continued effort to strategically broaden the firm’s footprint and expertise, supported by Baker Tilly’s recent private equity investment from Hellman & Friedman and Valeas Capital Partners.

“These acquisitions reflect the momentum generated by our recent investment, which is accelerating our growth strategy and enabling us to deliver even greater value to our clients and teams across key markets,” said Fred Massanova, Baker Tilly’s chief growth officer.

“This is an exciting next chapter for Invoke,” said Mark Boozer, founding partner of Invoke Tax Partners. “Joining Baker Tilly not only creates new growth opportunities for our team, our combined capabilities will drive value for our existing and future clients while preserving the quality and service that have always defined our work.”

About Baker Tilly (bakertilly.com)

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 143 territories, with 43,500 professionals and a combined worldwide revenue of $5.62 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

About Invoke Tax Partners (invoke.tax)

Invoke Tax Partners provides state and local tax solutions nationwide through more than 90 professionals and a network of local offices. The firm services clients within a variety of industries including commercial real estate, manufacturing, energy, leasing, telecommunications, and distribution.

Invoke’s expertise, resources, and innovative solutions have made them a leading force in the specialty tax area, primarily through the services of real estate and business personal property tax, sales and use tax and severance tax. By harnessing the collective experience of their professionals and looking at all angles of a case to validate the position with authority and integrity, Invoke delivers tried-and-true methodologies, modern solutions, and impactful tax savings.