Scot’s Approach
Scot A. Dobbs
CPA/PFS, CFP®, MST
Director of Accounting & Business Advisory / Member Owner
Overview
Scot Dobbs is a director of accounting & business advisory in Savant’s Rockford, Illinois, Fincham office. With more than 30 years of experience in accounting, tax, and financial services, he helps individuals and businesses navigate complex financial decisions while supporting long-term goals. He served as president of Summit CPA Group until it joined Savant in 2026.
Scot provides tax planning and compliance services to individuals and businesses across a range of industries, including healthcare, manufacturing, construction, and real estate. He helps clients develop strategies designed to address tax exposure, support cash flow, and navigate compensation planning, transaction due diligence, consulting engagements, and business transition planning. His background in financial and insurance services gives him a broad perspective that can help clients coordinate business, tax, and personal financial strategies.
As a CERTIFIED FINANCIAL PLANNER® professional, Scot helps clients define and work toward their current and long-term goals. He provides guidance on tax, financial, retirement, and estate planning, helping clients align key elements of their financial lives with their broader objectives.
Scot earned a bachelor’s degree in accounting from Southern Illinois University in Carbondale and a Master of Science in Taxation (MST) from Northern Illinois University in DeKalb. He is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants (AICPA).
His professional involvement includes membership in the AICPA, Illinois CPA Society, Financial Planning Association (FPA), and Healthcare Financial Management Association. He also received the Illinois CPA Society Distinguished Media Service Award in 2011 and 2013.
When he’s not working with clients, Scot enjoys attending sporting events and family activities, golfing, and taking walks with his wife.
Credentials
- Certified Public Accountant / Personal Financial Specialist
- CERTIFIED FINANCIAL PLANNER® professional
Areas of Focus
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Savant Accounting & Business Advisory (SABA)
Year-round accounting, tax, and advisory guidance for closely held businesses and professional practices, from outsourced CFO support to succession and transition planning.
Education
- Southern Illinois University
Bachelor of Science in Accounting - Northern Illinois University
Master of Science in Taxation (MST)
Professional Designations
- Certified Public Accountant / Personal Financial Specialist
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- American Institute of Certified Public Accountants – member
- Illinois CPA Society – member
- Financial Planning Association – member
- Healthcare Financial Management Association – member
- Illinois CPA Society Distinguished Media Service Award – 2011 and 2013 recipient
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.