Invoke Tax Partners, LLC

Georgia
Registered In
02/10/2016
Incorp. Date
Foreign
Registration Type
Texas
Foreign Jurisdiction

Company Summary

Invoke Tax Partners, LLC at 12221 Merit Dr STE 1200, Dallas, Tx 75251 lists Patti Phillips of Atlanta, GA.

Registered In
Georgia
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Texas
Company Type
Foreign Limited Liability Company
Status
Active/Compliance
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
Patti Phillips Registered Agent
2872 WOODCOCK BLVD STE 303, ATLANTA, GA 30341
12221 MERIT DR STE 1200, DALLAS, TX 75251 View Map

Financial Information for Invoke Tax Partners, LLC

Form 5500

INVOKE TAX PARTNERS, LLC

12221 Merit Dr. STE 1200, Dallas, Tx 75251 (469) 503-0506 EIN:45-0580021 Plan Admin:Shirley Horner
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameINVOKE TAX PARTNERS, LLC 401(K) PLAN Plan #002 Participants BOY/EOY104 / 0 Assets BOY/EOY$4,703,300 / $0 2023 INVOKE TAX PARTNERS, LLC 401(K) PLAN - Plan #002 104 / 0 $4,703,300 / $0
2022 Plan NameINVOKE TAX PARTNERS, LLC 401(K) PLAN Plan #002 Participants BOY/EOY98 / 104 Assets BOY/EOY$5,422,552 / $4,703,300 2022 INVOKE TAX PARTNERS, LLC 401(K) PLAN - Plan #002 98 / 104 $5,422,552 / $4,703,300
2021 Plan NameINVOKE TAX PARTNERS, LLC 401(K) PLAN Plan #002 Participants BOY/EOY72 / 98 Assets BOY/EOY$0 / $5,422,552 2021 INVOKE TAX PARTNERS, LLC 401(K) PLAN - Plan #002 72 / 98 $0 / $5,422,552
Benefit & Retirement Plans based on Form 5500.
PPP Loans

INVOKE TAX PARTNERS LLC

12221 Merit Dr Ste 1200, Dallas, TX 75251-2290 Industry:All Other Professional, Scientific, and Technical Services
Loan Date Approved Forgiven Lender Jobs
02/13/2021 Approved$1,353,684 Forgiven$1,366,331 LenderCiera Bank Jobs81 02/13/2021 $1,353,684 $1,366,331 Ciera Bank 81
04/07/2020 Approved$1,423,888 Forgiven$1,435,786 LenderCiera Bank Jobs83 04/07/2020 $1,423,888 $1,435,786 Ciera Bank 83
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Invoke Tax Partners, LLC Registered in Florida
Dallas, TX Fort Lauderdale, FL View Report
Invoke Tax Partners, LLC Registered in Texas
Dallas, TX View Report
Address Match:12221 Merit Dr Ste 1200 Dallas, TX
Dallas, TX Temple, TX View Report
Dallas, TX View Report
Dallas, TX View Report
Bridge Booksellers, Inc. Registered in Texas
Dallas, TX View Report
Flagstone 1992, L.P. Registered in Texas
Dallas, TX View Report
Ridglea Realty Investors, LTD. Registered in Texas
Dallas, TX View Report
Yakov's Ladder, Inc. Registered in Texas
Dallas, TX View Report
Clarion Land & Cattle, L.L.C. Registered in Texas
Dallas, TX View Report
Mgc, LLC Registered in Texas
Dallas, TX Richmond, VA View Report
Wilshire, Inc. Registered in Texas
Dallas, TX View Report
Address Match:12221 Merit Dr Dallas, TX
Resource Technology Partners, LTD Registered in California
Dallas, TX View Report
Verus Rx II, LLC Registered in Florida
Dallas, TX Tallahassee, FL View Report
Carolina Material and Resins, LLC Registered in North Carolina
Belmont, NC Dallas, TX View Report
Mdc Investments, Inc. Registered in California
Dallas, TX View Report
Manchee & Associates, P.C. Registered in Texas
Dallas, TX View Report
Narrows Gp, LLC Registered in Texas
Dallas, TX View Report
Noble Point Resources, LLC Registered in Texas
Dallas, TX View Report
Sequoia Vista Ridge 7 Gp, LLC Registered in Texas
Dallas, TX Plano, TX View Report
Vsp, Inc. Registered in Texas
Dallas, TX View Report
Ces Foundation, LLC Registered in Texas
Dallas, TX View Report
Dallas, TX Frisco, TX View Report
Alexandria, VA Dallas, TX View Report
Allen, TX Dallas, TX View Report
Selma Ventures, LTD. Registered in Texas
Dallas, TX View Report
Tb 12 Investments, LTD. Registered in Texas
Dallas, TX Gainesville, TX View Report
Charlotte, NC Dallas, TX View Report
The Hardersen Group, LLC Registered in Florida
Dallas, TX Jupiter, FL View Report
Ris Insulation Supply (Boston), LLC Registered in Rhode Island
Dallas, TX View Report
Candid Connections, Inc. Registered in Texas
Dallas, TX View Report
Count Your Chickens Investments LLC Registered in Arkansas
Dallas, TX Little Rock, AR View Report

The following government agencies have contributed data:

Georgia Corporations Division U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States