Terry, Lockridge & Dunn
Terry, Lockridge & Dunn
Terry, Lockridge & Dunn
Terry, Lockridge & Dunn
Terry, Lockridge & Dunn
 
Recent News

Midyear 2013 Tax Planning Letter

Make it a midyear priority to size up your tax situation while you still have enough time to adjust strategies for this year. If you wait, you limit your options and very likely will pay higer taxes than necessary.

Foreign Asset Reporting: You May Need to File Two Forms - Deadline Approaching

Do you know where your money is? If some of it is offshore, you might have tax reporting responsibilities - and those responsibilities generally go further than checking the familiar box on the Schedule B you submit with your federal income tax retur

Terry Lockridge & Dunn and World Trend Financial Support Murals and More

Terry Lockridge & Dunn and World Trend Financial are supporting Murals and More 2nd Annual Student Art Walk this summer. We have sponsored a banner that showcases the original artwork of a local student. Look for our banner at the corner of 2nd Stree
View News Archive
Who We Are Established in 1978, Terry Lockridge & Dunn provides tax, accounting and consulting services. We maximize the wealth of our business and individual clients through sound advice and access to timely and accurate information. Contact Us to see how we can help you achieve your financial goals!
View Our Services
Our Partnership Our affiliation with the wealth management firm World Trend Financial gives our clients an added advantage. We combine the insight of the accounting profession with the foresight of financial planning. This comprehensive approach allows us to address all of your financial needs. Visit World Trend Financial
  • We’ve been with Terry Lockridge & Dunn since I started my own company. They helped with taxes and World Trend Financial helped set up a 401k for employees. When people ask how we retired so early we tell them we started to work with World Trend Financial on our personal finances early on.


    -Barbara Truemper-Green, Former owner of Interstate Interior Design
    Cedar Rapids
  • They helped us transfer the ownership of our business to our nephew and we continue to work with them on personal finances. They are prompt and accurate. They advise us very well. We are very satisfied with their work.

    -Coleè Hospers, Fairfield - Client since 1997
  • My business was growing and I needed an accountant. They’ve helped with everything from tax advice and planning to business consulting and personal finances. They are great at what they do. I think their individual approach sets them apart. They get to know you and are very responsive.

    -Koleen Herlocker, Sylvan Learning Center - client since 1995
    Cedar Rapids
  • As a client of Terry Lockridge & Dunn for several years, we look to them for accounting services, tax planning, and general business advice and consulting. Terry Lockridge & Dunn has a team of talented professionals that we consider to be an extension of our team!

    -Mike Brogan, President of Erb’s Technology Solutions
    Cedar Rapids
  • As a client of Terry Lockridge & Dunn for several years, we look to them for accounting services, tax planning, and general business advice and consulting. Terry Lockridge & Dunn has a team of talented professionals that we consider to be an extension of our team!

    -Mike Brogan, President of Erb's Technology Solutions - client since 2008
    Cedar Rapids
    
© 2010 Terry, Lockridge and Dunn. Disclosure. Privacy. Web application by Informatics, Inc.