A Journey from Tax Consulting Firm to Software and AI Disruptor

How does a traditional CPA evolve into a tech-savvy disruptor? At this Friday Coffee Meetup, Jason Melillo will share the behind-the-scenes story of his transformation from tax professional to entrepreneur—leading the charge in building cutting-edge software that’s changing the way businesses approach tax strategy and operational efficiency.
Jason will walk us through his journey co-founding and scaling KBKG, a nationwide specialty tax consulting and technology firm that now generates over $85 million in annual revenue. He’ll discuss the lessons, failures, and breakthroughs that shaped the company’s path—from client services to developing proprietary software that helps CPAs and small businesses manage their operations more efficiently. You'll hear how KBKG uses innovative tools and AI to unlock tax incentives and scale impact—while staying grounded in compliance.
Whether you're a founder, operator, consultant, or innovator navigating the intersection of a business and tech, this conversation will offer hard-won insights on building, adapting, and leading with purpose.

About the Speaker:
Jason Melillo is an entrepreneur who happens to be a CPA. He co-founded KBKG and helped grow it into one of the nation’s leading specialty tax consulting and technology firms. With a focus on helping businesses, real estate owners, and CPAs access powerful tax incentives, KBKG combines cutting-edge software with deep subject matter expertise to drive results.

A USC graduate and lifelong local, Jason is a 35-year volunteer with the Pasadena Tournament of Roses and will serve as President of the 2030 Rose Parade and Rose Bowl Game. He’s been married to his wife Billie for over 30 years and is the father of four—including a firstborn and later, triplets.

Accessibility: FoundrSpace is located in a historical building without elevator access. If you require assistance, please email pasadena@foundrspace.com and admin@innovatepasadena.org by January 30th.

Presented by: Echo-Factory & Innovate Pasadena
Co-hosted by: CALE at Caltech