Strategic Tax Planning
Plan throughout the year with tax strategy connected to accounting and business operations. ZenStrategies helps owners understand tax implications, identify opportunities, and manage obligations proactively.
ZenStrategies provides strategic tax planning and preparation for established business owners in Lebanon, Ohio. Our integrated approach connects business tax returns, individual tax preparation, estimated tax planning, accounting, and financial reporting, helping you understand tax implications, identify planning opportunities, reduce surprises, and make more confident decisions throughout the year while building a stronger financial foundation.
Integrated tax, accounting, forecasting, and advisory services help established businesses plan confidently and understand financial performance.
Plan throughout the year with tax strategy connected to accounting and business operations. ZenStrategies helps owners understand tax implications, identify opportunities, and manage obligations proactively.
ZenStrategies prepares business tax returns and individual tax returns for business owners as part of an ongoing accounting relationship, supporting accuracy and better coordination.
Receive guidance for estimated tax planning and tax-related business decisions, helping connect current financial information with upcoming obligations and broader business goals.
Maintain reliable financial records through account reconciliations, account reviews, adjustments, payroll oversight, and preparation of meaningful monthly financial statements.
Use cash flow planning and forecasting to evaluate expected inflows and outflows, identify potential shortfalls, and make informed spending, staffing, debt, and growth decisions.
Understand profitability, budgets, projections, and key performance indicators through analysis that connects financial information with operations and strategic planning.
Tax preparation is more useful when it is connected to accurate accounting and ongoing business insight. ZenStrategies combines business and individual tax preparation with estimated tax planning, financial reporting, and practical guidance on tax-related decisions. For Lebanon, Ohio business owners, this integrated approach creates greater clarity around obligations, supports planning throughout the year, and helps reduce surprises at tax time.
See how integrated accounting, tax planning, and advisory support can help business owners gain clarity and confidence.
Get a holistic financial perspective supported by experienced guidance, technology, and ongoing communication.
More than 20 years helping Ohio-based business owners plan taxes, improve clarity, and pursue confident growth.
Connect tax planning, accounting, reporting, operations, and business decisions instead of viewing taxes in isolation.
Founder Beth Loxley brings nearly three decades of small business finance, tax strategy, and operations experience.
Technology-enabled reporting and analysis help established Ohio businesses understand performance and make informed decisions.
Experienced professionals support tax planning, accounting, analysis, operations, and client success.
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.
CPA tax services from ZenStrategies include strategic tax planning, business tax return preparation, individual tax preparation for business owners, estimated tax planning, and guidance on tax-related business decisions. These services are integrated with ongoing accounting and financial reporting, helping established business owners understand obligations, identify planning opportunities, and make informed decisions throughout the year rather than focusing only on tax preparation season.
Talk with ZenStrategies about coordinated tax planning and accounting support.
Share your business goals and accounting needs so ZenStrategies can discuss the right tax 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.