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.

Michelle Ufford
Senior Engineering Manager, Data Platform Architecture, Netflix, Los Gatos, CA
"I’ve been relying on my TLD accountant for my tax planning & preparation needs for several years now. In all of our interactions, he has proven himself to be very knowledgeable, friendly, and reliable. I’ve thrown an array of complex situations at him – filing returns for 3 states in a single year, rental properties, foreign investments, legal settlements, etc. etc. – and he’s done nothing but earn my trust with his straightforward explanations and solid advice. What’s more, his nominal fees have been more than offset by the significant amount of money I’ve saved with his tax guidance. If you need support with tax preparations or planning, I really couldn’t recommend Terry Lockridge & Dunn more highly."

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!