"Clients place an enormous amount of trust in us and I take pride in helping them reach their goals by guiding them through the twists and turns that life presents them."
Todd Helle, EA is Treasurer and Tax Director of Terry Lockridge & Dunn. He is also a Partner with the firm. Helle joined the firm in 1999. He specializes in building trades, health care professionals and suppliers. His areas of expertise include state and local tax issues, 1031 exchange, estate planning and business consulting.
He previously worked as an accountant for John C. Wagner Law offices, preparing tax returns, managing rental properties and facilitating the internal accounting for the company.
Helle graduated from Central College in Pella, Iowa with an accounting degree in 1994.
He is on the board of directors of CBI Bank and Trust, the Greater Iowa City Home Builders Association and Goodwill of the Heartland. Todd is also a member of the Iowa City Noon Rotary Club and Knights of Columbus.
Todd is married to Sarah Helle and has three children, Grant, Lauren, and Morgan. He enjoys spending time with his family.