Terry Lockridge & Dunn Employee Directory

AccountingIowa, United States11-50 Employees

Terry Lockridge & Dunn is an accounting firm based in Cedar Rapids, Iowa, offering tax, accounting, and consulting services to individuals and businesses. The firm emphasizes helping clients grow and manage wealth through timely, accurate information and sound guidance, with services that include tax return preparation, tax planning, financial planning, estate planning, litigation support, and 1031 exchange arrangements. Its approach is complemented by a strategic partnership with World Trend Financial, creating a integrated resource for clients’ financial, operational, and management needs. The company positions itself within the professional services sector as a multifaceted advisor focused on maximizing client wealth through comprehensive advisory services.

In the market for professional accounting and wealth management support, the firm serves both individuals and business clients seeking coordinated tax and financial planning solutions. It operates from Cedar Rapids with additional presence in nearby Iowa locations, and has grown through notable industry developments, including the acquisition activity involving Savant Wealth Management that affected its corporate structure and client base in 2022. The firm is part of the broader accounting and wealth management landscape, aligning with similar regional practices that provide end-to-end financial services through established partnerships.

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