I am reasonably confident in my knowledge of accounting and taxes. I used Carrie to deal with some…read moretricky tax issues relating to foreign income. She did a terrific job. Moreover, she inspires trust and confidence that she will do the right things and deliver value. She is my go-to reference now whenever friends approach me for input regarding a complex tax issue :)

We became Carrie's clients this year for our taxes. She and her staff are outstanding. They…read morecommunicate clearly and on time about everything. The fees are very reasonable for such high-quality work. Highly recommended.

Way overpriced and taxes weren't finished by deadline so we had to file an extension. When asked to…read morefinish them sooner in order to apply for our children's school's financial aid, was told the cpa was "on vacation."

I thought they gave outstanding service, I went in with questions on what they had to offer, I was…read morewell please, I will return to do business with this company

When I came here I did not expect this kind of service. Terry really knows what he's doing. I am…read moreclueless when it comes to taxes and they made it make sense

From the owner: Established in 1978, Terry Lockridge & Dunn has quickly developed into a major accounting and tax…read moreconsulting 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 a

Bruce Guither is fantastic…read more I'm a very demanding person when it comes to my taxes, and the complicated itemized process that my taxes demand is well beyond the standard capabilities of many accountants. Bruce's team has been able to consistently give me excellent withholding and investment advice, as well as adjustments to my withholdings down to the dollar per pay period. I only regret not having found Bruce's firm sooner.

Unbelievably expensive, no transparency about pricing for tax preparation services. Charged about…read more1K for an mild-moderately complicated tax return without supplying hours needed to prepare the return. Beware!!