CPA Firms

Terry Lockie has over 25 years of tax, accounting and financial experience with 2 masters degrees, one specializing in taxation. She was the tax manager and treasurer of a major U.S. corporation before starting her own CPA/consulting firm. Terry is qualified by the AICPA for business valuations and has done valuations for estates, mergers, acquisitions and divorce situations. She is a frequent tax, business and financial lecturer. She is actively involved in church, charitable and community organizations, as well, helping the firm achieve the Bridge 21 Community Service Award. Terry is a founding member of the Estate Planning Council of the Greater Siouxland Area, Inc. and she is a member of the American Institute of CPAs, National Association of Certified Valuation Analysts, Professional Association of HealthCare Office Managers of Iowa, and the Iowa Society of CPAs.

Services

• Accounting Services
• Bank Reconciliations
• Benefit Planning
• Bookkeeping
• Bookkeeping Training
• Business Assistance
• Business Consulting
• Business Setup
• Business Valuations
• Contract Review/Leases
• Divorce Planning
• Entity Choice
• Estate and Gift Tax Planning
• Financial Consulting
• Financial Statements
• Financial & Tax Guidance
• Forecasts &/or Budgets
• IRS & State Audits & Correspondence
• IRS Representation
• Management Tools/Profit Cents Reports
• Mergers, Aquisitions & Divestitures
• Payroll Processing & Returns
• Payroll Training
• QuickBooks® Training & Setup
• Sales Tax
• Shareholder Agreements
• Software Advice
• Succession Planning
• Tax Planning and Advice
• Tax Return