Accountants and Business Consultants
Why should you choose our firm? That is a fair question. We work with you to make your business more profitable, achieve your personal financial goals and pass your legacy on to future generations. We listen to you.
Check out our pages on business services and individual services to learn more. We do not provide every typical service; rather we focus on the areas in which we excel: proactive income tax planning, business accounting and consulting services, estate and retirement planning. Niche industries include realtors, real estate development/management, construction trades, medical professionals, private equity funds, as well as the food industry, manufacturing, professional service firms and others.
We are focused on building wealth for real people, through real financial strategies, which provide real results.
Terry Lockridge & Dunn has been there for every financial decision I have made. They are not only proactive, but take the time to answer my questions. They keep me apprised of opportunities and the ever changing tax law. Barry Frantz has been not only an accountant, but more of a business partner for my planning and financial growth. He contacts me before I contact him with timely information and planning opportunities.
- Dr. Stanley Matthew, Owner, Dr. Stanley Matthew, MD, PLLC
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!
- Doris Ackerman, Realtor®, Owner, The Doris Ackerman Team
I have been using TL&D for over 20 years. Their spot on expertise has always been an extremely valued asset to our growth as a company. Barry Frantz and all the staff truly listen to a client's needs and wants and then consistently deliver. I would highly recommend TL&D to anyone that is in need of top notch service with their financial affairs.
- Jim Anderson, Owner, Anderson Automotive LLC
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.
- Michelle Ufford, Senior Engineering Manager, Data Platform Architecture at Netflix, Los Gatos, California
I've worked with TLD for over 20 years! I credit my business success to having a professional partner like TLD who provides an array of support, advice and services to help my business grow. We've become real partners (and friends) over the years. I don't want to be a number, and I never feel like that with this company! Thanks for all you do.
- Koleene Herlocker, Former Owner of HomeChoice Senior Care, Cedar Rapids
One of the best decisions we ever made was turning all of our accounting and tax duties over to TLD. Their experienced staff took all of the pressures away which allowed us to focus our energies towards what we specialize in.
- Derek Thompson, Owner of D & D Roofing, Cedar Rapids
We have been with Terry Lockridge & Dunn for over 16 years. We have been very satisfied with their expertise, knowledge and wisdom throughout these years. They keep up with the latest complex and ever changing rules and regulations in the tax world. They are always in communication with us to keep us informed. Because of that, it keeps our business safe and saves us money. Any questions or concerns we may have, a phone call or email gets answered immediately!
- Lisa Torgersen, Owner of MOD Salon Spa, Cedar Rapids
Terry Lockridge & Dunn has managed our payroll and taxes impeccably. It enables us to focus on our mission - the education of young children. The accountants at TLD work with us closely and are a phone call away as needs arise. We are able to thrive as an institution because of their supportive services.
- Carly Andrews, Former Head of Willowwind Elementary & Pre-school, Iowa City
We trust Terry Lockridge & Dunn with our future. You don’t need to be a millionaire to become a client. They’ll advise you to do what’s financially best for you to secure your retirement.
- Alex Anton, Client since 1987, Cedar Rapids
We’ve been with Terry Lockridge & Dunn since I started my own company. They helped with taxes and World Trend Financial helped set up a 401k for employees. When people ask how we retired so early we tell them we started to work with World Trend Financial on our personal finances early on.
- Barbara Truemper-Green, Former owner of Interstate Interior Design, Cedar Rapids