Scot Dobbs

Scot Dobbs Email and Phone Number

President @ Summit CPA Group, P.C. | Tax Planning Expert @ Summit CPA Group, P.C.
Scot Dobbs's Location
Greater Rockford Area, United States, United States
Scot Dobbs's Contact Details
About Scot Dobbs

As the President of Summit CPA Group, I leverage my CPA/PFS credentials to provide tax and financial planning services to clients in various industries, with a focus on healthcare and construction and real estate. I have close to 30 years of experience in helping businesses and individuals reduce their tax exposure, optimize their cash flow, and achieve their long-term goals.My specialties include tax planning and compliance, compensation planning, transactional due diligence and consulting, exit and succession planning, comprehensive financial planning, retirement and estate planning, and risk management planning. I also have a background in financial services and insurance, which enables me to offer guidance and solutions for complex and diverse needs. I am passionate about delivering value and quality to my clients, and staying updated on the latest trends and regulations in my field.

Scot Dobbs's Current Company Details
Summit CPA Group, P.C.

Summit Cpa Group, P.C.

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President @ Summit CPA Group, P.C. | Tax Planning Expert
Scot Dobbs Work Experience Details
  • Summit Cpa Group, P.C.
    President
    Summit Cpa Group, P.C. Sep 2020 - Present
    Rockford, Illinois, Us
    I provide tax planning and compliance services in many different industries. However,, I have an extensive background in the healthcare and construction and real estate industries. Because I work within these industries, I can pair an outsider’s perspective of your business needs with an insider’s knowledge and understanding of what makes you tick. Let me know where that experience can take your organization.I specialize in the following areas:• Tax planning, compliance, and research• Compensation planning• Exit and succession planning• Transactional due diligence and consulting• Comprehensive financial planning• Retirement and estate planningI am eager to hear about any challenges or opportunities within your business that I may be able to address. Even if you just have a question about reducing your tax burden or managing your retirement plan or want to get my input on a financial issue you’re facing, feel free to contact me at sdobbs@summitcpagroup.com or 815.637.2929.
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  • Genesis Pure Corp.
    Independent Business Owner
    Genesis Pure Corp. Oct 2012 - Present
    Frisco, Tx, Us
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  • Startup Weekend
    Lead Organizer
    Startup Weekend Aug 2014 - Present
    Boulder, Colorado, Us
    In just 54 hours, you will experience the highs, lows, fun, and pressure that make up life at a startup. As you learn how to create a real company, you'll meet the very best mentors, investors, cofounders, and sponsors who are ready to help you get started. Your community is here to help you — find an event today!
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  • 1 Million Cups Organizer
    Lead Organizer
    1 Million Cups Organizer Aug 2016 - Present
    Kansas City, Missouri, Us
    1 Million Cups is a free, national program designed to educate, engage, and connect entrepreneurs. Developed by the Kauffman Foundation, 1MC is based on the notion that entrepreneurs discover solutions and network over a million cups of coffee.
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  • Rockford Linked
    Owner And Co-Founder
    Rockford Linked Jul 2008 - Present
    Rockford Linked is a group designed for LinkedIn professionals doing business in the Rockford area. It is a place to meet both online and offline to network and participate in discussions.Rockford Linked is the largest LinkedIn business networking community of its type in the region. Its free, fun and beneficial to all who participate. Now with nearly 1400 members!Please join us! > http://linkd.in/r2Myvm
  • Wipfli Llp
    Senior Manager
    Wipfli Llp Oct 2015 - Oct 2020
    Milwaukee, Wi, Us
    I provide tax planning and compliance services specifically to health care, manufacturing, and construction and real estate industries. Because I work within these industries, I can pair an outsider’s perspective of your business needs with an insider’s knowledge and understanding of what makes you tick. Let me know where that experience can take your organization.Within the health care, manufacturing, and construction and real estate industries practices at Wipfli, I specialize in the following areas:• Tax planning and compliance• Compensation planning• Exit and Succession Planning• Transactional due diligence and consulting• Comprehensive financial planning• Education planning• Retirement planning• Estate planning• Risk management planningWith associates and offices across the United States, Wipfli ranks among the top 25 accounting and consulting firms in the nation. The firm’s associates have the expertise, skills, and experience to advise in areas from assurance and accounting to tax and consulting services. In addition, through the firm’s membership in Allinial Global, Wipfli can draw upon the resources of firms in over 100 countries from around the world.I am eager to hear about any challenges or opportunities within your business that I may be able to address. Even if you just have a question about reducing your tax burden or managing your retirement plan or want to get my input on a financial issue you’re facing, feel free to contact me at sdobbs@wipfli.com or 815.484.5606.
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  • Carr, Riggs & Ingram, Llc
    Tax Manager
    Carr, Riggs & Ingram, Llc Nov 2014 - Oct 2015
    Enterprise, Al, Us
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  • Wipfli Hewins Investment Advisors
    Consultant
    Wipfli Hewins Investment Advisors Jan 2011 - Nov 2014
  • Wipfli Llp
    Senior Manager
    Wipfli Llp Nov 2005 - Nov 2014
    Milwaukee, Wi, Us
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  • Lindgren, Callihan, Van Osdol & Co., Ltd.
    Tax Manager
    Lindgren, Callihan, Van Osdol & Co., Ltd. Nov 2005 - Oct 2010
    Sterling, Il, Us
    Merged with Wipfli LLP on October 1, 2010.
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  • Professional Business Management, Inc.
    Senior Accountant
    Professional Business Management, Inc. Sep 2005 - Oct 2005
  • Lindgren, Callihan, Van Osdol & Co., Ltd.
    Seasonal Tax Preparer
    Lindgren, Callihan, Van Osdol & Co., Ltd. Jan 2005 - Apr 2005
    Milwaukee, Wi, Us
    Merged with Wipfli LLP on October 1, 2010.
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  • Metlife
    Financial Planner
    Metlife Apr 2002 - Dec 2004
    New York, Ny, Us
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  • Frank Redisi & Company
    Senior Accountant
    Frank Redisi & Company Jan 1999 - Apr 2002
  • Duchossois Industries, Inc.
    Tax Accountant
    Duchossois Industries, Inc. Aug 1998 - Jan 1999
  • Dennis Palmer And Associates
    Accountant
    Dennis Palmer And Associates Aug 1996 - Aug 1998

Scot Dobbs Skills

Financial Planners Strategic Financial Planning Small Business Leadership Management Retirement Planning Risk Management Accounting Finance Tax Returns Social Media Financial Planning Financial Analysis Microsoft Excel Financial Services Cpa Public Speaking Tax Research Corporate Tax Sales Budgeting Entrepreneurship Budgets Tax Estate Tax Planning Business Planning Retirement Insurance Income Tax Networking Linkedin Partnership Taxation Taxation Of Trusts Financial Reporting Startups Trust Taxation Tax Advisory Personal Income Tax Returns Due Diligence Estate Planning Investments Mergers And Acquisitions Business Transition Planning International Tax Estate And Gift Taxation Quickbooks Wealth Management

Scot Dobbs Education Details

  • Northern Illinois University
    Northern Illinois University
    Taxation
  • College For Financial Planning
    College For Financial Planning
    Cfp Certification
  • Southern Illinois University, Carbondale
    Southern Illinois University, Carbondale
    Accounting
  • Rock Valley College
    Rock Valley College
    Business

Frequently Asked Questions about Scot Dobbs

What company does Scot Dobbs work for?

Scot Dobbs works for Summit Cpa Group, P.c.

What is Scot Dobbs's role at the current company?

Scot Dobbs's current role is President @ Summit CPA Group, P.C. | Tax Planning Expert.

What is Scot Dobbs's email address?

Scot Dobbs's email address is ss****@****.rr.com

What is Scot Dobbs's direct phone number?

Scot Dobbs's direct phone number is (414) 431*****

What schools did Scot Dobbs attend?

Scot Dobbs attended Northern Illinois University, College For Financial Planning, Southern Illinois University, Carbondale, Rock Valley College.

What skills is Scot Dobbs known for?

Scot Dobbs has skills like Financial Planners, Strategic Financial Planning, Small Business, Leadership, Management, Retirement Planning, Risk Management, Accounting, Finance, Tax Returns, Social Media, Financial Planning.

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