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

Tax Tip of the Week

The tax tip of the week will provide you with current tax information, tax-cutting suggestions, and tax reminders.

Do You Have to Make Estimated Tax Payments?

If you have income from sources not subject to withholding, you will generally have to make up any shortfall by paying quarterly tax estimates.

FBAR Deadline is Approaching

If you have money or other assets in foreign bank or financial accounts and the total value of your accounts exceeded $10,000 at any time during the calendar year 2015, you may be required to file a Treasury Department report known as the FBAR.
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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 small business owner, our decision to switch for our accounting and investment needs was one of the best moves we made. They not only appreciate and value our business, but also work hard to understand our company. My only regret is that we did not make the switch sooner!

    -Maureen Osako, Owner of Informatics, Inc. - client since 2006
    Cedar Rapids
  • 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
  • Terry Lockridge & Dunn allows me to see the roadmap to where my business is going. Being able to sit down with them every month and forecast, allows me to do what’s best for my company. They get to know me, my business and my goals, and that’s why we recommend them to others.

    -Shane Hendricks, Owner of Hospers & Brother Printers - client since 1996
    Iowa City
  • 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, HomeChoice Senior Care
    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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