EGIS Tax and Advisory
Stop Finding Out What You Owe. Start Controlling It.
Most business owners discover their tax bill in April. Our clients already know — and they've spent the year legally reducing it. That's the difference between compliance and strategy.
The Problem
Most Tax Professionals Are Compliance Workers. We're Not.
There's a difference between someone who files your return and someone who builds a strategy before the year begins.
The Real Issue
Your CPA Might Be Working Against Your Wallet
If the only conversation you have with your accountant is at tax time, you're already behind. Strategies that cut your bill — retirement accounts, entity elections, income timing, depreciation — must be put in place before December 31.
Filing Season
Filing Season Isn't Strategy Season
By the time you sit down in January to gather documents, the window to act is already closed. Every year of reactive filing is a year of missed deductions.
Entity Structure
The Wrong Entity Costs You Every Year
Are you still filing as a sole proprietor with $150K+ in revenue? You could be saving thousands annually with the right entity structure. Most people find out years too late.
What We Do
A Full-Service Tax & Advisory Practice
Every engagement is customized. No cookie-cutter packages — because your tax situation is specific to you.
Tax Planning & Strategy
Year-round planning with quarterly check-ins. Entity structure review, income timing, deduction optimization, and major event planning — business sale, real estate, equity events.
Learn More →Tax Preparation
Individual (1040), S-Corps (1120S), Partnerships (1065), Schedule C. Prior year and amended returns. Multi-state filing. Returns that integrate with your strategy.
Learn More →Small Business Advisory
Entity selection, QuickBooks cleanup (ProAdvisor certified), financial systems design, profit-first thinking, and growth planning. A real co-pilot for your business.
Learn More →IRS Representation
Audit representation, CP notice responses, payment plan negotiation, penalty abatement, and prior year unfiled return resolution. Licensed to represent you before the IRS.
Learn More →Why It's Different Here
She Ran a Business. She Knows What You're Facing.
Michelle Idzi isn't just a CPA who advises small business owners — she spent five years running one. IdziBitsy Bakery taught her firsthand what it costs when your finances aren't set up right, and what it looks like when they are.
That experience is baked into how she advises every client: not as a technician checking boxes, but as someone who has sat on your side of the table and knows how much is actually at stake.
"Running IdziBitsy Bakery for five years taught me more about small business than any textbook could. I know what it's like to be the owner, the bookkeeper, and the strategist all at once."
Client Results
What Clients Say
"Michelle completely changed how I think about my business finances. Before working with her, I was just handing documents to a CPA every April and accepting whatever number came back. Now I actually understand my entity structure, my deductions, and what I can do before year-end to keep more of what I earn. She's not just a tax preparer — she's a real business advisor."
James R. — E-commerce Business Owner, Texas
"I'd been filing as a sole proprietor for three years before Michelle pointed out I should have converted to an S-Corp two years ago. The savings were significant and I wish I had found her sooner."
Sarah M. — Freelance Consultant, Dallas
"When I got an IRS audit notice, Michelle handled everything. I never had to speak to the IRS directly — she managed the entire process and it resolved quickly. Worth every penny."
David K. — Restaurant Owner, McKinney TX
Ready to Stop Guessing and Start Saving?
Book a free 30-minute consultation. We'll review your situation, identify opportunities, and be straight with you about what's possible.
Book Your Free Consultation Or call us at (972) 503-9592