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      Details

      Real People. Real Financial Strategies. Real Results.

      General Info

      Established in 1978, Terry Lockridge & Dunn has quickly developed into a major accounting and tax consulting firm. Today, with offices in Cedar Rapids and Iowa City, IA, we provide services ranging from individual tax return preparation to comprehensive retirement and estate planning for individuals, businesses, and non-profit organizations. Our mission is to maximize the wealth of our clients through sound advice and access to timely and accurate information. Additionally, our close affiliation with the wealth management firm, World Trend Financial gives you an added advantage. We combine the insight of the accounting profession with the foresight of financial planning. The result is a balanced and dynamic approach to tax and financial planning. Terry Lockridge & Dunn has the expertise to help you in all areas of accounting and tax preparation. We'll help you make the most of your money and give you the freedom to do what you do best. Services for individuals and businesses: * Income Tax Preparation * Accounting Services * Year-end Tax Planning * Management & Business Consulting * Business Valuations * Litigation Support * Estate Planning & Trusts * Financial Planning * Business Succession Planning * Mergers and Acquisitions * Bookkeeping Services * Payroll Report Preparation * Employee Benefits * Business Plan Design * Representation before the IRS Call us today to schedule your complimentary meeting with one of our professionals as we are committed to providing quality tax and financial planning services to every individual.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 319-339-4884

      Fax - 319-358-9113

      Address:
      2225 Mormon Trek Blvd Iowa City, IA 52246
      Email:

      Link:

      http://www.tld-inc.com

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      Categories
      Estate Planning, Probate, & Living Trusts, Accountants-Certified Public, Accounting Services, Financial Planning Consultants, Tax Return Preparation
      Neighborhood
      Roosevelt
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