Meet Michelle Idzi, CPA

Nearly 20 years in public accounting. Former small business owner. One mission: help you keep more of what you earn.

CPA · Licensed AICPA TXCPA TACPA NCCPAP TaxDome Level 2 Advisor QuickBooks ProAdvisor Online QuickBooks ProAdvisor Desktop GLBA Compliance
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Proactive by Design. Strategic by Experience.

Michelle Idzi is a licensed CPA with nearly 20 years of experience in public accounting and business ownership, specializing in tax strategy, proactive planning, and operational efficiency. She focuses on helping business owners make smarter decisions through entity structure planning, tax strategy, and the integration of modern technology — bridging the gap between compliance and true advisory.

Her work spans hands-on tax planning and preparation for small businesses and individuals, as well as supporting accounting firms in optimizing their processes and client service models. From implementing practice management systems like TaxDome to designing streamlined workflows, Michelle brings both strategic depth and operational know-how to every engagement.

Outside of work, Michelle enjoys spending time with her husband and four children, exploring new technology, and giving back to her community in the Dallas-Fort Worth area.

CPA · Licensed
AICPA Member
TXCPA Member
TACPA Member
NCCPAP Member
TaxDome Level 2 Advisor
QuickBooks ProAdvisor Online
QuickBooks ProAdvisor Desktop
GLBA Compliance Implementation
Tax Alliance Conference Board Member
Intuit Bookkeeping Certified
Client Advisory Services

Before the CPA License, There Was a Bakery.

From 2012 to 2017, Michelle ran IdziBitsy Bakery — a small business in Sulphur Springs, Texas. She managed the cash flow, navigated quarterly estimates, made entity decisions without a clear guide, and experienced firsthand what it feels like to sit on the other side of the desk.

She wasn't studying small business ownership. She was living it — worrying about payroll, managing vendors, reconciling books at 11pm, and writing checks to the IRS without fully understanding why they were that size.

That experience didn't just give Michelle empathy for her clients. It gave her a completely different lens for understanding what's actually at stake.

"I know what it's like to wonder if you're doing this right. That's exactly why I work the way I do — proactively, clearly, and always with your full picture in mind."

— Michelle Idzi, CPA
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IdziBitsy Bakery

Sulphur Springs, TX

2012 – 2017

Five years as a small business owner before returning to her CPA career.

"The experience that changed everything."

Three Principles Behind Every Client Relationship

01

Year-Round Partnership

We don't disappear after April 15. You get proactive guidance, quarterly check-ins, and a direct line to Michelle whenever a financial decision needs a strategic lens.

02

Strategy Before Compliance

Filing your return is the last step, not the only step. We plan before you owe — identifying every legal opportunity to reduce liability before the year closes out.

03

Fully Virtual, Always Accessible

Cloud-based and paperless from day one. Work with us from anywhere, on your schedule — no office visits, no documentation bottlenecks, no runaround.

A Modern Firm Built on the Right Tools

Michelle's hybrid background in accounting and IT means she understands both the financial and operational side of running a paperless, efficient practice.

TaxDome Level 2 Advisor
QuickBooks Online Certified
QuickBooks Desktop Certified
Thomson Reuters CS Suite
Thomson Reuters Onvio
Intuit Bookkeeping Certified
Client Advisory Services
GLBA Compliance Implementation
GoFile Room & Cloud Filing

Your financial data is handled with GLBA-compliant security protocols from day one.

The Foundation Behind the Strategy

Degree

Bachelor of Science, Accounting

Southeastern Louisiana University · 2003

CPA Eligibility

Post-Graduate CPA Coursework

The University of Texas at Dallas · 2003

Public Accounting Experience

Nearly 20 Years in Public Practice

Firms across Louisiana and Texas — from intern to senior tax accountant to strategic advisor

Business Ownership

Small Business Owner · 5 Years

IdziBitsy Bakery, Sulphur Springs TX · 2012–2017

Let's Talk About Your Tax Strategy

Book a free 30-minute consultation. We'll review where you are, find the gaps, and map out what's possible.

Book Your Free Consultation