Tax Planning Preparation
Strategic tax planning and preparation connects business operations with tax decisions, including business returns, individual owner returns, estimated tax planning, and year-round guidance.
ZenStrategies helps established business owners manage tax compliance with coordinated planning, preparation, accounting, and financial guidance. Our holistic approach connects tax obligations to everyday business decisions, helping improve clarity around estimates, reporting, payroll reviews, and strategic opportunities. With more than 20 years supporting Ohio-based businesses, we provide practical insight for owners seeking greater confidence and fewer surprises throughout the year.
Integrated tax, accounting, and advisory support helps business owners manage obligations and make informed financial decisions.
Strategic tax planning and preparation connects business operations with tax decisions, including business returns, individual owner returns, estimated tax planning, and year-round guidance.
Ongoing account reconciliations, financial reviews, payroll oversight, and monthly statements help maintain dependable records and provide the information needed for compliance and planning.
Financial analysis, budgeting, forecasting, profitability assessment, and strategic guidance help established businesses understand performance and evaluate tax-related decisions with greater clarity.
Tax compliance is more effective when it connects with accurate accounting and practical business insight. ZenStrategies coordinates tax planning, preparation, reporting, estimates, payroll reviews, and financial analysis to help owners understand obligations and make informed decisions. This integrated approach supports businesses as they move from formation through scaling, while helping Ohio-based owners pursue clarity, stability, and stronger financial confidence.
See how integrated accounting and advisory support helps business owners gain clarity, stability, and confidence.
Our team brings integrated tax knowledge, accounting insight, and business perspective to every engagement.
Tax planning, accounting, reporting, and advisory guidance work together instead of operating in isolation.
Founder Beth Loxley brings nearly three decades of experience in small business finance, tax strategy, and operations.
More than 20 years of local knowledge supports Ohio-based business owners facing practical compliance and planning needs.
Technology-enabled reporting and financial analysis turn complex information into more useful business insight.
Experienced professionals combine tax, accounting, data, operations, and client support.
Founder and CEO
Beth Loxley is the Founder and CEO of ZenStrategies, bringing nearly three decades of experience in small business finance, tax strategy, and operations to Ohio-based business owners. For over 20 years, Beth has led the firm's vision, client strategy, and growth initiatives, helping businesses at every stage—from startups to scaling enterprises—gain financial clarity and strategic direction. Her holistic approach to accounting and business advisory combines deep tax planning expertise with practical operational guidance, empowering clients to make smarter, more confident decisions. Beth is deeply committed to the Ohio business community, understanding the unique challenges local entrepreneurs face. Under her leadership, ZenStrategies has become a trusted partner for business owners seeking clarity, strategy, and stability, with a focus on reducing taxes, improving profitability, and supporting sustainable, confident growth year after year.
Client Operations Director
Tod Loxley serves as Client Operations Director at ZenStrategies, where he oversees business direction and strategic planning for the firm's Ohio-based clients. He brings a unique blend of manufacturing operations management and global IT leadership experience to his role, allowing him to approach client challenges from both an operational and technological perspective. Tod's background equips him to help streamline processes and improve efficiency for growth-oriented businesses navigating complex financial and operational decisions. His strategic insight complements ZenStrategies' holistic advisory approach, ensuring clients receive well-rounded support that extends beyond traditional accounting. Tod is dedicated to helping Ohio business owners build stable foundations and confidently pursue growth, leveraging his diverse professional experience to deliver practical, results-driven guidance tailored to each client's unique needs.
Accountant and Analyst
Jon Orr joined the ZenStrategies team in 2025 as an Accountant and Analyst, bringing valuable analytical expertise to the firm's Ohio-based clientele. In his role, Jon supports forecasting, financial analysis, automation, and data workflow improvements, helping business owners better understand their financial position and plan for the future. His attention to detail and analytical mindset make him a key contributor to ZenStrategies' technology-enabled accounting approach, ensuring clients receive accurate, timely, and actionable financial insights. Jon's work directly supports the firm's mission of providing clarity and confidence to business owners navigating tax planning, compliance, and strategic growth decisions. As a newer member of the team, Jon brings fresh perspective and modern analytical tools to complement ZenStrategies' decades of combined experience serving Ohio businesses.
Data Intelligence Director
Zach George serves as Data Intelligence Director at ZenStrategies, specializing in transforming complex financial data into clear, actionable business insights for Ohio-based clients. He creates customized dashboards, visual reports, graphs, and analytical tools that help business owners better understand their cash flow, financial performance, and overall business health. Zach's expertise directly supports ZenStrategies' commitment to technology-enabled accounting, ensuring clients have access to regular, meaningful financial reporting that goes beyond standard numbers. His work empowers business owners to make informed decisions with greater confidence, bridging the gap between raw financial data and strategic action. Zach is passionate about making financial information accessible and useful, helping growth-oriented businesses track progress and identify opportunities for improved profitability and sustainable growth.
Client Success Manager
Rachel Hughes is the Client Success Manager at ZenStrategies, where she plays a vital role in ensuring every client receives exceptional service and support. She manages client experience, internal operations, document coordination, office logistics, and project execution, keeping the firm running smoothly behind the scenes. Rachel's organizational skills and attention to detail help ensure that Ohio-based business owners receive timely, accurate support throughout their engagement with ZenStrategies. Her focus on client success reflects the firm's commitment to providing clarity and confidence at every touchpoint, from onboarding to ongoing service delivery. Rachel works closely with the entire team to coordinate projects and streamline communication, making sure clients feel supported and valued as they work toward their financial and business goals.
Tax compliance is the process of meeting applicable tax obligations accurately and on time through proper recordkeeping, reporting, preparation, and payment planning. For businesses, it can include preparing business tax returns, coordinating owner returns, managing estimated tax planning, reviewing financial information, and addressing tax-related decisions throughout the year. ZenStrategies connects these activities with ongoing accounting and financial reporting.
Talk with ZenStrategies about coordinated tax compliance and business advisory support.
Share your business needs and receive guidance on the right tax, accounting, and advisory support.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.