Individual Services

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.

Gerald Moser
Toddville, IA, Client since 1982
"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."

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?

Retirement Planning

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?

Estate Planning

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!