What KBKG does

KBKG is a US national tax specialty firm founded in 1999 and headquartered in Pasadena, California, with six physical offices across Los Angeles, New York, Atlanta, Chicago, Dallas, and Houston. The firm sells specialized tax advisory services — R&D tax credits, cost segregation studies, Section 179D energy-efficient building deductions, Section 45L credits, transfer pricing, IC-DISC, Employee Retention Credit advisory, and repair vs. capitalization reviews — to mid-market and enterprise clients, CPAs, real estate investors, and technology/manufacturing companies. As of late 2025 the firm has assisted clients in claiming over $11 billion in cumulative tax benefits.

The firm operates a hybrid business model. Professional services are delivered by a deep bench of principals and directors (including former Big-4 leaders) under two pricing tiers: virtual cost segregation studies at $1,750–$5,000 and full-service engineering studies at $5,000–$20,000. The technology arm consists of three proprietary software platforms — Cost Seg Pro™ (AI-powered self-guided cost segregation, launched November 2025 at $495 per report), Dash.tax (R&D tax credit automation, free to approved tax preparers through June 2026), and CostSegregation.com — supplemented by freemium calculators. The firm markets through content (tax insights blog, CPE webinars), earned media in AICPA/Bloomberg BNA/CalCPA, and a CPA referral network, with thousands of CPA relationships as a primary distribution channel.

In November 2024 KBKG underwent a leadership transition, with Jason Melillo promoted to CEO and Gian Pazzia to Chairman & Chief Strategy Officer. The new leadership has pursued an aggressive productization and expansion strategy, launching the AI-powered Cost Seg Pro platform in November 2025 and the State Incentives & Location Advisory (SILA) service line in December 2025. KBKG is privately held, profitable, and self-funded, with no disclosed institutional investors or funding rounds.

Name

KBKG

Legal name

KBKG

Website

https://kbkg.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

101–250 employees

Short description

KBKG is a US national tax specialty firm founded in 1999 that delivers R&D tax credits, cost segregation, transfer pricing, energy incentives, and specialty tax advisory to CPAs, real estate investors, and mid-market companies, supported by proprietary AI-driven software products.

Ownership category

akta.pro rank

Product category

Tax Advisory and Specialty Tax Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Transfer Pricing & International Tax Services (BPAHABAI)

Keywords

• Cost segregation studies
• R&D tax credits
• Tax advisory services
• Transfer pricing
• Section 179D deductions

Headquarters

HQ city

Valencia

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Professional Tax Services: Specialized tax consulting services including R&D tax credits, cost segregation studies, 179D deductions, transfer pricing, and other tax specialty services delivered by expert consultants. Revenue generated through professional service fees for engagements.
2. Software Subscriptions: Subscription-based access to premium calculators and tax automation tools including Cost Segregation Savings Calculator, R&D Payroll Tax Credit Calculator, 481(a) Adjustment Calculator, Partial Disposition Calculator, ERTC Benefit Calculator, and IC-DISC Calculator. Free tier available for basic tools.
3. Self-Guided Software (One-time): AI-powered self-guided cost segregation software starting at $495 per report for properties under $1.5 million. One-time fee model for completed studies.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

KBKG is a national tax specialty firm that delivers expert-led professional tax consulting services — including R&D tax credits, cost segregation studies, Section 179D and 45L incentives, transfer pricing, IC-DISC, and Employee Retention Credit advisory — combined with proprietary self-service software products (Cost Seg Pro™, Dash.tax, CostSegregation.com) and free online calculators. Services and software are sold directly to CPAs, real estate investors, and businesses seeking audit-defensible tax savings and compliance.

Product overview

KBKG is a national tax specialty firm offering a comprehensive portfolio of tax advisory services and software products. Core services include R&D Tax Credit advisory, Cost Segregation Studies, Section 179D deductions, Section 45L credits, Transfer Pricing, IC-DISC, Employee Retention Credit advisory, and Repair vs. Capitalization Reviews. The software portfolio centers on Cost Seg Pro (AI-powered self-guided cost segregation software), Dash.tax (R&D tax credit automation platform), and CostSegregation.com (web-based cost segregation platform), supplemented by free calculator tools including R&D Benefit Calculator, Cost Segregation Savings Calculator, 481(a) Adjustment Calculator, and Partial Disposition Calculator. The firm also provides specialized advisory services such as State Incentives & Location Advisory (SILA) for companies expanding or relocating.

Differentiator

Problem solved

Functional benefit

Brands

• Cost Seg Pro™: AI-powered self-guided cost segregation software for residential and commercial property investors, launched November 2025, starting at $495 per report.
• CostSegregation.com
• Dash.tax
• State Incentives & Location Advisory (SILA)

Products and services

• R&D Tax Credit Services Comprehensive research and development tax credit advisory, including credit calculation, audit defense, and state-specific benefits for businesses conducting qualified research activities across the United States. For CPAs, startups, and small to mid-market companies.
• Cost Segregation Study Engineering-based tax analysis that reclassifies building components into shorter depreciation schedules to accelerate deductions for residential and commercial property owners. Available in virtual ($1,750–$5,000) and full-service engineering ($5,000–$20,000) tiers.
• Section 179D Tax Deduction Tax deduction advisory for energy-efficient commercial buildings, allowing designers and building owners to deduct costs for qualifying energy-efficient systems. Includes specialized service for governments and nonprofits.
• Section 45L Tax Credit Federal tax credit advisory for developers of energy-efficient residential buildings, offering up to $5,000 per unit for qualifying dwelling units.
• Transfer Pricing Advisory services for intercompany transactions ensuring arm's-length pricing compliance across international tax jurisdictions. Recognized by International Tax Review as a leading global practice for four consecutive years.
• IC-DISC Interest Charge-Domestic International Sales Corporation advisory for export companies to reduce U.S. federal income tax on export income.
• Employee Retention Credit Advisory services for the ERC program, helping employers claim refundable tax credits for retaining employees during qualifying periods.
• Repair vs. Capitalization Review Analysis of expenditures to determine proper tax treatment under tangible property regulations for businesses.
• Cost Seg Pro™ AI-powered self-guided cost segregation software enabling users to complete cost segregation studies in minutes for properties under $1.5 million in depreciable tax basis. Starting at $495 per report.
• Dash.tax R&D tax credit automation platform for CPAs, startups, and small businesses to calculate, document, and claim R&D credits efficiently. Free for approved tax preparers through June 2026.
• CostSegregation.com Web-based platform for conducting cost segregation studies for residential and commercial property investors, including rental properties, partial disposition calculations, and 481(a) adjustment calculations.
• State Incentives & Location Advisory (SILA) Advisory service helping organizations identify, negotiate, and secure state and local credits and incentives tied to capital investment, job creation, and facility expansions across the United States.

Quantifiable outcome

• Over $11 billion in tax benefits claimed for clients since 1999
• +3 more outcomes

Named customers12 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature4 records

Partnerships

One partnership is on record.

• Krost CPAs and ConsultantsmoderateGTM or Marketing PartnerKrost CPAs and KBKG have developed software platforms together that have helped unlock over $10 billion in tax credits. Jason Melillo, CEO of Krost CPAs, headlines events alongside KBKG on AI and tax strategy innovation.

Scale indicators4 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Engineered Tax Services: Closest direct competitor in cost segregation studies and specialized engineering-based tax services for real estate owners. Operates a similar CPA-channel model and offers engineering-based cost segregation reports at comparable price points.
• alliantgroup: Major specialty tax firm focused on R&D tax credits, cost segregation, and other federal incentives, with a CPA-driven referral model. Directly competes with KBKG in R&D credits and advisory services to mid-market businesses.
• Eide Bailly: Top-25 US accounting firm with a strong specialty tax service line covering cost segregation, R&D tax credits, and credits/incentives. Mirrors KBKG's regional-to-national growth trajectory and CPA-channel GTM.
• Withum: Mid-Atlantic-rooted firm with a strong specialty tax practice in R&D credits, cost segregation, and credits/incentives. Competes with KBKG for CPA referrals and on similar mid-market engagements.
• Cherry Bekaert: Top-30 US accounting firm with a dedicated Credits & Incentives practice covering R&D, cost segregation, and state incentives. Closely comparable in service mix and CPA-channel GTM.
• Anders CPAs + Advisors: Mid-sized accounting firm with a growing specialty tax practice in cost segregation, R&D, and credits/incentives, serving a similar CPA-referred and middle-market client base.
• Cummings: Specialty tax firm offering cost segregation, R&D tax credits, and related services to a CPA-referred client base. Closely comparable in size, service mix, and target market to KBKG.

Broad incumbents

• BDO USA: Top-ten national accounting and advisory firm with established practices in R&D tax credits, cost segregation, transfer pricing, and state incentives. Competes with KBKG on larger enterprise engagements while also offering broader audit and advisory services.
• RSM US: Major national firm with a notable specialty tax practice spanning R&D credits, transfer pricing, and credits/incentives. Targets the same mid-market as KBKG and competes on integrated consulting solutions.
• Marcum LLP: Top-15 national accounting and advisory firm with significant specialty tax capabilities including R&D credit, cost segregation, and transfer pricing services for mid-market and enterprise clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/kbkg
• YouTubeyoutube.com/@KBKG
• Facebookfacebook.com/kbkginc
• LinkedInlinkedin.com/company/kbkg

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about KBKG