Terry Lockridge & Dunn has been serving individuals since 1978. We provide forward-thinking ideas and strategies to help you achieve your financial goals through proactive tax, retirement, estate and college savings planning. We provide individual, estate, gift and trust tax return preparation services. If you are contemplating opening your own business, or diving into real estate rental or development, we will match you up with the business professionals on our team who will guide you through the process.
We are focused on building wealth for real people, through real financial strategies, which provide real results.
Individual Tax Planning & Preparation Services
Are you looking for a firm that “looks around the corner” for you to anticipate tax consequences and offer forward-thinking strategies?
How do you plan for 30 or more years of comfortable living after the retirement party balloons have fallen to the ground?
College Savings Planning
Have you considered the various methods of saving for the college education of your children or grandchildren?
Is a will all you need? No, there are so many other factors to consider such as proper titling of assets, planned gifting to reduce estate taxes, and so much more!