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Individual Services

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.

Our unique partnership with the wealth management firm World Trend Financial provides our clients with a one-stop shop for their financial, operational and management needs.

Our individual services include:

• Tax Return Preparation
• Tax Planning and Consulting
• Financial Planning
• Estate Planning
• Litigation Support
• 1031 Tenant In Common (TIC) Exchange

Our professionals are committed to providing the highest quality of service and are driven by a single mission:

“To maximize the wealth of our clients through sound advice and access to timely and accurate information.” 

Contact Us today to schedule an initial consultation. Learn how we can help you achieve your financial goals!
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