Invoke Tax Partners Expands California Property Tax Practice

August 2020 – Invoke Tax Partners is pleased to announce the continued addition of industry-leading Property Tax Consultants in our Northern and Southern California offices. Over the course of 2020 Invoke has successfully added strategic talent throughout the state amassing over 200 years of combined real estate and business personal property tax experience. Beginning with the acquisition of AVTI in January, and continuing with several additional hires throughout the year, Invoke now boasts one of the premier groups of California-based property tax talent in the industry.

“The highly experienced California property tax team that we have assembled here at Invoke leaves nothing to be desired,” said James Sutton, Partner and National Director of Property Tax. “I am honored to help guide the continued growth of the California practice with leadership in place from some of the most distinguished property tax veterans to work in the state. Our Directors on the West Coast are ready to share their wisdom and knowledge with the deep roster of talent we have in place.”

Invoke has brought on Tim Doss to fill the role of Director of West Coast Property Tax, bringing with him more than 45 years of property tax experience. After working early in his career for Fortune 100 companies and public accounting firms, Tim co-founded Ad Valorem Solutions (AVS), a boutique property tax consulting firm based in San Francisco. Before selling after 18 years, AVS quickly became the preeminent West Coast property tax consulting destination attracting the largest owners of Commercial, Industrial and Multi-Family real estate in the San Francisco Bay Area.

Mike Clark, a 40+ year industry veteran, will be occupying the role of Director of West Coast Real Estate based out of Los Angeles. Coming over via the acquisition of AVTI where he acted as President and Principal, Mike is considered an expert in forming and implementing the strategy for legitimately minimizing the financial impact of a California Proposition 13 re-assessment for clients. Whether for an individual property or a portfolio of more than 1,500 commercial properties, Mike is known as an industry leader in identifying and quantifying intangible value in assessment appeals for specific property types.

These two leadership hires will be accompanied by newly appointed Strategic Advisor to Invoke, Del Kolbe. Based out of San Francisco, Del has been a nationally recognized visionary and pivotal leader in commercial real estate consulting and state and local taxes for more than 40 years. As Invoke’s Strategic Advisor, Del will help identify and evaluate long-term avenues for growth and client service. With a deep understanding of corporate tax challenges and a keen ability to anticipate future needs created by changes in governmental policy, Del has a proven and impressive track record of economically driven strategic leadership in the field.

Tim, Mike, and Del were all founding members of the California Alliance of Taxpayer Advocates.

“After meeting with the Partners I felt truly inspired by Invoke’s vision and motivated to help continue to build a model property tax practice that will serve a broad client base not only in the West Coast, but throughout the entire country,” said Tim Doss, Director of West Coast Property Tax. “I am confident in Invoke’s trajectory, and believe the team we have assembled in California is the most talented group of property tax professionals I have worked with in the past four decades.”

Other additions to the already established Invoke California practice include:

  • Peter Villaverde, based out Northern California – North Bay, brings more than 33 years of property tax experience in public accounting as well as large national and boutique consulting firms
  • Lisa Stark, based out of Los Angeles, brings more than 20 years’ experience in both real and personal property during her time at recently acquired AVTI
  • Ian Doss, based out of Northern California – Central Valley, brings more than 10 years of California property tax experience with many of the state’s largest real estate owners of all asset types
  • Adrian Romero, based out of Northern California – East Bay, brings more than 10 years of personal property experience and hands on appeal work with almost every assessment appeals board in the state of California
  • Moneque Melendez, based out of Los Angeles, brings more than 25 years of personal property compliance and direct assessment experience
  • Marwan Saqr, based out of Los Angeles, brings more than 37 years of California real estate experience including time as an Assessor, Senior Appraiser and running his own successful practice