Established in 1978 by Tim Terry, Terry Lockridge & Dunn is an accounting and financial advisory firm, specializing in income tax preparation/planning, accounting services and consulting to individuals and businesses. The firm has offices in Cedar Rapids and Iowa City, IA.
Recognizing a growing need for financial planning and investment advice, Terry Lockridge & Dunn established World Trend Financial in 1991. World Trend Financial is both a Financial Industry Regulatory Authority (FINRA) independent broker-dealer and registered investment advisory firm. They focus exclusively on investment management and financial planning for individuals and businesses. Both firms have the advantage of combining the insight of the accounting profession with the foresight of financial planning.
Terry Lockridge & Dunn's services include:
-Preparation of Business and Individual Tax Returns -Accounting, Bookkeeping & Payroll -Management and Business Consulting -Business Valuations -Business Succession Planning -Tax Planning and Consulting -Financial Planning -Estate Planning -Litigation Support
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