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.

2014 New Year Tax Planning Letter Posted

We have posted the "2014 New Year Tax Planning Letter" on our website. Here are3 the headlines from the letter. To read any of these articles, click on the link at the end of this article.

Federal Ruling Provides Clarity for Same-Sex Married Couples

The U.S. Department of the Treasury and the Internal Revenue Service (IRS) ruled on August 29, 2013 that same-sex couples, who are legally married in jurisdictions that recognize their marriages, will be treated as married for Federal tax purposes.
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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
  • They helped us transfer the ownership of our business to our nephew and we continue to work with them on personal finances. They are prompt and accurate. They advise us very well. We are very satisfied with their work.

    -Coleè Hospers, Fairfield - Client since 1997
  • 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
  • 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 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
  • 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
    
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