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

How Working in Retirement May Affect Your Social Security Benefits

Many people continue to work beyond retirement age, either by choice or out of necessity. If you are receiving Social Security benefits, you need to be aware of how working can affect your benefit payments.

Pay Medical Expenses with Tax-free Dollars!

Many companies offer Flexible Spending Accounts (FSAs) as part of their benefit package. If you're eligible but not using one, you could be missing out on a way to reduce your health care costs.

Plan Ahead to Maximize Business Value

Have you ever wondered what your business is worth or how you could add value?
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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!
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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
  • 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
  • We came to Terry Lockridge & Dunn and World Trend Financial to get help with taxes and retirement planning when we opened our business. We are very pleased with their services.

    -Howard Williams, Maple Grove Swine Company - client since 1983
    Center Point
  • Terry Lockridge & Dunn has managed our payroll and taxes impeccably. It enables us to focus on our mission - the education of young children. The accountants at TLD work with us closely and are a phone call away as needs arise. We are able to thrive as an institution because of their supportive services.

    -Carly Andrews, Head of School at Willowwind Elementary and Pre-School
    Iowa City
  • 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
  • We trust Terry Lockridge & Dunn with our future. You don’t need to be a millionaire to become a client. They’ll advise you to do what’s financially best for you to secure your retirement.

    -Alex Anton, Cedar Rapids - client since 1987
    
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