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.

Little Free Libraries Initiative Announced

Terry Lockridge & Dunn and World Trend Financial announced their initiative to populate the Wellington Heights neighborhood with Little Free Libraries. The firms will provide the resources to launch the project.

World Trend Financial Recognized as One of the Fastest Growing Companies in the Corridor

We were recently notified by the Corridor Business Journal that World Trend Financial will be recognized at an awards breakfast for being one of the fastest growing companies in the Corridor - for the 3rd year in a row!
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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
  • 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
  • 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
  • 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
  • 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
  • We came to have our taxes and personal finances evaluated. They helped us with that and to make plans for the future. I think we’ve followed their advice to the letter. They’ve been a terrific help. For sound, good advice, they are the place to go.

    -Gerald Moser, Toddville - Client since 1982
    
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