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

Efficient and accurate. We have used Smith for our state and federal tax accounting for over 15…read moreyears. Reasonably priced. They stay up to date with new regulations. They work to save or get us as much income as possible. Staff is friendly, helpful and professional.

Welcoming, considerate, polite, professional, knowledgeable, affordable, local... need I say more?…read more I Highly recommend them. This coming from a guy that doesn't write reviews.

Right from the initial call to Meade Russell CPA to help with filing HOA taxes, Jean was very…read morehelpful, informative and responsive.

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!!

I am definitely not the most organized man when it comes to taxes and getting all my ducks in a row…read morebut the KJH group does an amazing job preparing my taxes and helping me get everything in and on time. I have a bad habit of waiting to the last minute (which I do not recommend even though KJH is amazing). KJH (I know they have a female owner now and she is just as amazing) gets me organized and ready to go without shaming me (but they also encourage me to be more on top of it the next year.) I am so appreciative of the quick and quality work they do. 10/10 would recommend.

This man has no idea what he is doing. He did me and my employees taxes in 2018. After having…read moreanother account go through all of his work, he collectively cost me over 10k in miscalculations. I refused to pay due to the massive miscalculations on his behalf as I had to find another account to fix his work. Then he sent me to collections after speaking to him about the discrepancy and him taking zero responsibility for his work. Since then, basically strong armed me into paying him by having my credit score held hostage for 2 years now by giving me the only derogatory mark my credit score has ever seen. Shame on you ken, you should be helping people that employ you, not screwing them over. I don't suggest any business owner go here as ken here does subpar, misinformed work and seriously behind on continuing his education of current tax laws according to the firm that had to fix the mess Ken made for me. I hope you enjoy the money for the work you DID NOT do, and I hope you future "clients" heed this warning and go to someone equipped with the skill set to properly do this job.

I just moved to the area and needed a firm to do my taxes. They were very professional. I never…read moreeven needed to go to the office, was able to do everything electronically. I'd recommend them. Price was fair and comparable.

All cpas quit currently only have temps and are charging $450 for no work and miss filed taxesread more