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.

Boosting Your Roth IRA Contribution Through Your 401k

Taxpayers, especially those not qualified for direct Roth contributions can benefit from a recent IRS ruling regarding after-tax contributions to a qualified plan.

Avoid Phishing Attacks This Holiday Season

Phishing scams are designated to steal consumers' personal information. They often use doctored and fraudulent e-mail messages to trick recipients into divulging private information.
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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
  • 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
  • As a client of Terry Lockridge & Dunn for several years, we look to them for accounting services, tax planning, and general business advice and consulting. Terry Lockridge & Dunn has a team of talented professionals that we consider to be an extension of our team!

    -Mike Brogan, Chairman of the Board of Erb’s Technology Solutions
    Cedar Rapids
  • 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
  • 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, Former Head of School at Willowwind Elementary and Pre-School
    Iowa City
    
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