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

Terry Lockridge & Dunn and World Trend Financial Support Murals and More

Terry Lockridge & Dunn and World Trend Financial are supporting Murals and More 2nd Annual Student Art Walk this summer. We have sponsored a banner that showcases the original artwork of a local student. Look for our banner at the corner of 2nd Stree

The Return of Net Unrealized Appreciation in Company Stock

Given the recent rally in equities, we are beginning to see examples where the benefits of Net Unrealized Appreciation need to be revisited.

Estate Planning - Do it for Your Family!

As seen in Living Well Magazine (Spring 2013 issue) When you hear the term "estate planning", what does it mean to you? I like to think of estate planning as a proactive step you can take to save your loved ones time and money.
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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 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, President of Erb's Technology Solutions - client since 2008
    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
  • 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
  • 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, President of Erb’s Technology Solutions
    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
    
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