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.

Doris Ackerman, Realtor®
Owner of The Doris Ackerman Team, Cedar Rapids, IA
"I had been going to a large Tax Accounting firm prior to coming to TLD. Moving my business was hard as I am a very "loyal" person; however, it was literally one of the best decisions I have made in my career! The savings and the hands on service really set me on my heels in the best way possible. TLD helped my staff put in place systems and models that enabled my assistant to manage my tax information with zero headaches and has resulted in an optimal flow and the least amount of stress possible. I am thankful every day for the switch, and, if you have not made the leap yet, you should jump in. The water is fine!"

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?