Accountants and Business Consultants
Why should you choose our firm? That is a fair question. We work with you to make your business more profitable, achieve your personal financial goals and pass your legacy on to future generations. We listen to you.
Check out our pages on business services and individual services to learn more. We do not provide every typical service; rather we focus on the areas in which we excel: proactive income tax planning, business accounting and consulting services, estate and retirement planning. Niche industries include realtors, real estate development/management, construction trades, medical professionals, private equity funds, as well as the food industry, manufacturing, professional service firms and others.
We are focused on building wealth for real people, through real financial strategies, which provide real results.
"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 Willowwind Elementary & Pre-school, Iowa City
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 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, Client since 1987, 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