Individual Tax Planning & Preparation Services

Although it is tempting to only consider taxes during “tax season”, planning ahead can save you money on your next tax return. Proper planning throughout the year can help you implement tax savings opportunities and minimize the stresses associated with tax season.

A Terry Lockridge & Dunn accountant will work with you as a guide to help you navigate through the complexities of financial and tax planning, new and changing tax laws, estate planning and business succession issues. Our professionals approach each situation with experience, intelligence and independent judgment. We pride ourselves on the success of our clients and the solid relationships we establish with them.

Our affiliation with the wealth management firm World Trend Financial gives you a distinctive advantage. Our accountants are able to combine the insight of the accounting profession with the foresight of financial planning. The resulting relationship offers comprehensive planning to address all financial concerns.