6775 Fincham Dr, Ste 2
Rockford, IL 61108-3018

Phone: 815.637.2929
Fax: 815.637.2937


Scot A. Dobbs, President


Scot Dobbs provides tax planning and compliance services to individuals and businesses, from small to large, within multiple industries.  In addition, he has extensive experience working in the health care, manufacturing, and construction, and real estate industries. Clients can 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 transition planning services to his clients. His background in finance and insurance services 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 clients to determine their current and long-term goals. He offers guidance while providing tax, financial, retirement, and estate planning.


  • Tax planning and compliance
  • Compensation planning
  • Transactional due diligence and consulting
  • Transition planning
  • Financial, retirement, and estate planning


  • Illinois CPA Society 2011 Distinguished Media Service Award
  • Illinois CPA Society 2013 Distinguished Media Service Award

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


  • Certified Public Accountant
  • Personal Financial Specialist
  • Certified Financial Planner®


Northern Illinois University – Dekalb, Illinois

  • Master of Science degree in taxation

Southern Illinois University – Carbondale, Illinois

Bachelor of Science degree in accounting

Matthew Miller, MBA


MBA Accountant with Summit since 2005.


MBA Rockford College, Rockford IL.

New IRS designation AFSP Annual Filling Season Program elected to participate, completed the required education, in Directory of Federal Tax Return Preparers with Credentials and Select Qualifications.


QuickBooks ProAdvisor.


Pecatonica Jr High Boys Basketball Coach.



Dari Pohlman, Office Manager


Office Manager with Summit since 2007.


Elgin Community College, Elgin IL.

Various education webinars on CPA/Tax preparer firm office and e-filing functions.

Excels In: