Leading Specialty Tax Consulting with Innovation and Excellence
When a firm combines decades of expertise, innovative technology, and commitment to client success, the results are nothing short of remarkable. KBKG, founded in 1999, stands as one of the most experienced specialty tax firms in the United States, delivering exceptional results for businesses and CPAs nationwide. With over $10 billion saved in tax incentives and a 100% audit success rate, KBKG is a name trusted across a variety of industries.
Here, we explore KBKG’s success story and its strategic approach to client service – including how the firm has recently used QuickFee Connect to automate Accounts Receivable processes.
The Expertise That Sets KBKG Apart
From its beginnings focused on cost segregation to now offering a comprehensive range of tax solutions, KBKG’s growth mirrors the evolving tax landscape. Their core services include R&D Tax Credits, §179D Energy-Efficient Building Deductions, Cost Segregation and more, all expertly tailored to meet the unique regulatory needs of industries such as manufacturing, healthcare, and real estate.
Industries they can bring exceptional value to:
- Manufacturing
- Architecture & Engineering
- Software & Technology
- Commercial Real Estate
- Healthcare
- Public Sector & Education
- Life Sciences
- Entertainment (notably for Transfer Pricing and IC-DISC)
What truly sets KBKG apart, though, is their single-source client model. Clients benefit from having one dedicated contact, ensuring that there is still personalized guidance without losing the support of a multidisciplinary team.
This model enables boutique-level service with Big Four-level precision: a winning formula that keeps KBKG clients loyal for decades.
Technology Driving Transformation
KBKG has consistently embraced technology to enhance their operations. The firm offers a robust suite of proprietary software that makes cutting-edge tax solutions accessible for business owners and CPAs alike.
The proprietary software suite includes:
- Residential Cost Segregator® – Allows for streamlined cost segmentation studies for properties with up to six units.
- Dash.tax – Get fast, efficient R&D credit calculations for claims under $50K.
- Partial Disposition Calculator – Enables CPAs to claim deductions on retired components without a full cost segmentation study.
- 481(a) Adjustment Tool – Instantly creates IRS-compliant schedules.
These tools allow KBKG to scale efficiently without compromising the accuracy and rigor that define their brand.
A Culture of Collaboration and Excellence
KBKG’s commitment to internal collaboration is a key part of their success. With a culture rooted in curiosity, excellence, and transparency, teams of engineers, CPAs, and legal experts work seamlessly to deliver holistic, well-rounded solutions for clients. This approach ensures measurable outcomes and fosters trust, which continues to strengthen long-standing client relationships.
The QuickFee Impact
Despite excelling in client services, KBKG faced challenges in securely and efficiently managing invoice delivery and Accounts Receivable collections – like so many firms in this space. Luckily, QuickFee Connect provided the automation solution the firm needed at the time.
Key Benefits of QuickFee Connect for KBKG
- Streamlined Invoice Delivery with Higher Open Rates
Previously relying on cumbersome file-sharing services, KBKG needed a secure, user-friendly method of sending invoices. QuickFee Connect’s encrypted, point-to-point invoice delivery allowed KBKG to simplify this process, improving client accessibility with higher open rates.
- Enhanced Dashboard Visibility
QuickFee Connect’s intuitive dashboard allows KBKG to track whether an invoice has been received, opened, or if an email address is incorrect. This transparency removes the guesswork (and excuses!), while giving KBKG confidence that invoices are actually reaching clients.
- Faster Collections and Reduced Workload
The impact on KBKG’s collections was immediate. Outstanding Accounts Receivable over 90 days decreased by 50%, and the streamlined collections process even allowed the team to reduce their collections staff. This freed up resources for the team to focus on more high-value activities.
QuickFee’s dashboard shows us exactly what has been opened, how many times it has been opened, or whether the email address is incorrect… It’s been a huge deal for us, because it’s easy to see at a glance that someone did receive our invoice. NO MORE EXCUSES!
Jason C. Melillo, CEO of KBKG
Building for the Future
As KBKG continues to push the limits of innovation in the specialty tax consulting space, their goals remain clear. They aim to deepen CPA partnerships, drive technological advancements, and continue delivering measurable success for their clients.
Ready to learn more? KBKG is offering 10% off for QuickFee customers (QUICKFEE2025) – visit here to request more information!
