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

Iowa Biennial Reports due for LLC's and Non-Profits in 2017

Every business in Iowa is required to file an annual report with the Iowa Secretary of State on a biennial basis in order to remain in good standing with the state.

Join Us for the February 16th CR Metro Economic Alliance Biz Mix!

To celebrate our move to the Town Centre building in downtown Cedar Rapids, we are hosting the February 16th CR Biz Mix at our new location at 221 3rd Avenue SE, Suite 215!

Tax Tip of the Week

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