Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Dobbs_Scot
Rockford

4949 Harrison Ave., Suite 300
Rockford, IL 61125-0407

Tel: 815.484.5606
Email: sdobbs@wipfli.com

Services

Tax

Areas of Focus

  • Tax planning and compliance
  • Compensation planning
  • Transactional due diligence and consulting
  • Comprehensive financial planning
  • Education planning
  • Retirement planning
  • Estate planning
  • Risk management planning

Industries

Healthcare

Education

Northern Illinois University - Dekalb, Illinois
  • Master of science degree in taxation
Southern Illinois University - Carbondale, Illinois
  • Bachelor of science degree in accounting

Scot Dobbs, CPA, CFP, MST

Senior Manager

Scot Dobbs provides tax planning and compliance services to individuals and businesses, from small to large, within the health care industry.  Clients in health care practices count on him to proactively assist them with reducing their overall tax exposure while also working on strategies to maintain positive cash flow for their business.  Scot also provides compensation planning, transactional due diligence and consulting, and strategic services to health care groups.  His background in financial and insurance services within the health care industry brings additional value to his individual and business clients by helping them confirm that all of their financial plans are in sync.

As a Certified Financial Planner® professional, Scot works closely with his health care clients to determine their current and long-term goals.  He offers guidance while providing tax, retirement, estate, and risk management planning. 

Certifications
  • Certified Public Accountant
  • Certified Financial Planner®
  • Master of Taxation
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Illinois CPA Society (ICPAS) - Member
  • Financial Planning Association (FPA) - Member
  • Healthcare Financial Management Association (HFMA) - Member