Business Services

Real People. Real Financial Strategies. Real Results.

From starting a new business through the process of selling it, and all the stages in between, we are here for you.

As you can see below, we provide the basic services of tax preparation, accounting, bookkeeping and payroll to your business. However, we help business owners with these other important facets as well:

  • Business valuation
  • Mergers and acquisitions
  • Succession planning
  • Entity type selection
  • 1031 real estate exchanges
  • Tax planning
  • Business expansion or contraction

We maximize the wealth of our business and individual clients through sound advice and access to timely and accurate information. Our unique partnership with the wealth management firm World Trend Financial provides our clients with a one-stop shop for their financial, operational, and management needs. Join our Community to read white papers or view videos on topics of interest to business owners.

Maureen Osako
Owner of Informatics, Inc., Cedar Rapids, IA
"As a small business owner, our decision to switch for our accounting 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!"

Business Tax Return Preparation

Taxes can be taxing! Utilize the accountants at Terry Lockridge & Dunn to lessen the stress and provide you with tax strategies to minimize taxes.

Business Succession Planning

Your business is your livelihood. Are you doing the right things now to ensure your business is poised to sell when you are ready?

Accounting, Bookkeeping and Payroll Services

Do you have a firm grasp on where your business has been, currently stands, and where it is going? We will help you make intelligent business decisions.

Realtors and Developers

Whether you are new to this game, or are starting your 10th building partnership, we are here for you! What deductions can I take? Should I be an LLC or a partnership - or maybe a coop is the better solution?