Thrive Accounting Firm, operating under O'Leary Tax Service, is a boutique CPA firm that prioritizes personal relationships and uncompromising quality. They limit their client roster to ensure dedicated attention, offering services including tax preparation, bookkeeping, payroll, and compliance for individuals, small businesses, and nonprofits.
The firm emphasizes a conversation-based approach rather than a transactional one, helping clients prepare for major financial milestones and secure their future through meticulous planning.
Boutique tax service by design
Relationship-first approach
Limited client roster for quality
Certified Public Accountants with decades of experience
Focus on life events and long-term planning
Services
Tax Preparation & Planning
Individual and business tax return preparation, compliance, and strategic planning for life events.
IRS complianceState and Federal tax lawLife event planning
Bookkeeping & Payroll
Managing books, bank reconciliations, and payroll processing for business clients.
Bank reconciliationPayroll processingBooks management
Business Formation & Compliance
Helping entrepreneurs build a solid foundation with the right entity and compliance structure.
Is the firm accepting new clients for the current filing season? +
No, Thrive is not accepting new clients for the current filing season.
What is the deadline for providing complete information for 1065 & 1120S returns? +
February 15th for internal deadlines; March 16th, 2026 for IRS deadlines.
What is the IRS Individual Online Account used for? +
It allows taxpayers to view tax account information, request protection PINs, check refund status, make payments, and access tax documents securely online.
What payment methods does the IRS now require? +
The IRS is now required to accept and issue all payments by electronic means. Paper checks may still be accepted but processing may be significantly delayed.
What life events does the firm help clients prepare for? +
Marriage, welcoming children, education planning, business formation, retirement, and estate planning.
What professional organizations is Amanda Fels a member of? +
Washington Society of Certified Public Accountants, Oregon Association of Independent Accountants, and National Society of Accountants.
What professional organizations is Terry O. Bakker a member of? +
Washington Society of Certified Public Accountants, Oregon Society of Certified Public Accountants, and Oregon Association of Independent Accountants.
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