Business Details
34 Years
experience
Your Trusted Partner for Tax & Insurance Solutions in Quincy
Feather Financial has been serving Plumas County and surrounding areas since 1992, providing comprehensive tax preparation, insurance, and financial services. Our team of certified professionals, including Enrolled Agent Lori Morrell-Lomas and California Registered Tax Preparer Curtis Lomas, brings over 30 years of combined experience to both individual and business clients. We specialize in personalized service, offering year-round support for tax planning, return preparation, and complex financial matters.Our insurance services include health plans, Medicare supplements, and retirement annuities, with expertise in Covered California and federal programs. Located in Quincy, California, we combine big-broker knowledge with local community commitment, serving clients nationwide through our office and digital platforms.
Services
Tax Preparation
Insurance Services
Accounting
Notary Services
Bookkeeping
Details
- Year established: 1992
Highlights and features
- We offer over 30 years of combined experience in tax and financial services
- Our team includes IRS-credentialed Enrolled Agents and licensed insurance professionals
- We provide personalized service with local community expertise
- We offer year-round support for complex tax and insurance matters
- Our office serves as a one-stop shop for financial needs
Associations and certifications
- Enrolled Agent (IRS)
Services
Tax Preparation
Feather Financial provides comprehensive personal and business tax preparation services with IRS-certified professionals. We handle federal, state, and local tax returns while offering year-round support for tax planning and problem resolution. Our expertise covers complex financial situations including real estate transactions and retirement planning.
Insurance Services
We offer health insurance, Medicare supplements, and retirement annuities with a focus on personalized financial planning. Our services include Covered California plan comparisons and specialized insurance products for long-term care and disability protection. Our California-licensed agents provide expert guidance for individual and business insurance needs.
Accounting
Our accounting services include payroll processing, bookkeeping, and business consulting with experienced professionals. We support small businesses with QuickBooks management and financial reporting while providing tailored solutions for local and national clients. Our team ensures accurate financial record-keeping and compliance.
Notary Services
Feather Financial offers notary public services performed by California-commissioned professionals. We provide document verification and authentication by appointment with proper identification and completed forms. Our notary services complement our broader financial and legal support offerings.
Bookkeeping
We deliver comprehensive bookkeeping solutions for small businesses with experienced professionals managing financial records. Our services include accounts payable/receivable management, financial statement preparation, and system implementation. We ensure accurate financial tracking and reporting for business owners.
People
Lori Morrell-Lomas
Owner / Enrolled Agent
With over 45 years in financial services, Lori has been serving Plumas County since 1992. She specializes in tax preparation, retirement planning, and health insurance solutions while maintaining IRS Enrolled Agent credentials and California insurance licensing.
Curtis Lomas
Tax Preparer
A California Registered Tax Preparer with 15+ years experience, Curtis brings expertise from government programs and real estate. He focuses on tax preparation, particularly real estate-related issues, and provides notary services to local clients.
Breeann Pence
Accounting Manager
Since joining in 2009, Breeann has become essential to our operations, managing office coordination and bookkeeping services. Her organizational skills and client-focused approach ensure smooth delivery of accounting solutions to businesses.
Theresa Sharp
Bookkeeping
With 20+ years of customer service experience, Theresa joined our team in 2024 to support growing bookkeeping needs. Her local knowledge and positive approach help businesses maintain accurate financial records and documentation.
Cassie Beaver
Payroll Accountant
Specializing in payroll and employment tax since 2024, Cassie brings expertise in certified payroll and sales management. Her analytical skills help businesses maintain compliance with tax regulations while providing personalized payroll solutions.
Questions
What tax services do you offer?
We provide personal and business tax preparation, tax planning, and problem resolution services for federal, state, and local returns with IRS-certified professionals.
Do you offer insurance products?
Yes, we offer health insurance, Medicare supplements, retirement annuities, and long-term care insurance with expertise in Covered California plan comparisons.
Are you open year-round?
Yes, our office remains open year-round to provide ongoing support for tax and financial needs with regular business hours Monday-Friday 9am-5pm.
Do you serve clients outside Plumas County?
Yes, while based in Quincy, we serve clients throughout California including Sierra and Lassen counties, as well as clients nationwide through our office.
What accounting services are available?
We offer bookkeeping, payroll processing, QuickBooks support, and business consulting services with experienced professionals managing financial records for small businesses.
Do you offer notary services?
Yes, we provide notary public services performed by California-commissioned professionals with appointments available to meet client needs.
