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Business Tax Return Preparation

Taxes can be just that—taxing. Terry Lockridge & Dunn takes the work out of taxes. By asking the right questions and understanding your business needs, our accountants are able to gather the information needed to not only properly prepare tax returns, but help design strategies to minimize your taxes. We know it is critical for you, a business owner, to have a roadmap showing your current business and where it is heading. With over 30 years of experience organizing and implementing tax strategies for businesses, our professionals are what you need.

A Terry Lockridge & Dunn accountant will work with you as a guide to help you navigate through the complexities of financial and tax planning, new and changing tax laws, estate planning and business succession issues. We do this year round, not just during tax season. We pride ourselves on the success of our clients and the solid relationships we establish with them.

Our affiliation with the wealth management firm World Trend Financial gives you a distinctive advantage. Our accountants are able to combine the insight of the accounting profession with the foresight of financial planning. The resulting relationship offers comprehensive planning to address all of our client’s financial concerns.
Tax Services for Businesses:

  • Business tax return preparation – all entity types
  • Tax planning
  • Multi-state tax returns
  • Consultation on tax law issues
  • Representation before the IRS
  • Litigation support services
  • Employee stock ownership plans - ESOP

For more information on Business Tax Return Preparation, contact Paula Rogers. She can be reached in Cedar Rapids at (319) 364-2945 or Iowa City at (319) 339-4884. Additionally, feel free to use our Contact Us online form. 

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