About us

Michelle Idzi, CPA

Michelle Idzi is a licensed CPA with over 20 years of experience specializing in tax strategy and proactive tax planning for individuals and small businesses. While her background includes accounting and attestation, her primary focus is helping clients minimize tax liabilities, plan ahead, and make informed financial decisions year-round—not just at filing time.

 

She works closely with business owners and individuals to develop customized tax strategies aligned with their goals, including entity structure optimization, income planning, and navigating major financial changes. Michelle’s approach goes beyond compliance—she partners with clients to identify opportunities, reduce surprises, and support long-term financial success.

 

Michelle serves on the board of the Tax Alliance Conference and is a member of the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TXCPA), the Texas Association of CPAs (TACPA), and the National Conference of CPA Practitioners (NCCPAP). She is also a QuickBooks ProAdvisor for both QuickBooks Online and Desktop.

 

Outside of work, Michelle enjoys spending time with her husband and four children, exploring new technology, and giving back to her community. Her blend of technical expertise and practical guidance creates a thoughtful, strategic, and approachable experience for every client.