About
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 plannin