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

Special Edition - Cedar Rapids Flood 2016

The city of Cedar Rapids is facing the possibility of flooding this weekend.

Tax Tip of the Week

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

Bucket Life Adventure of Donna Sanders

At some point, most everyone creates a wish list of things to experience in life - commonly known as a "bucket list". Earlier this summer, I was fortunate enough to fulfill this dream!
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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 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
  • 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
  • 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
  • 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
    
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