Strategic Tax Planning
Plan business and individual tax obligations as part of an ongoing accounting relationship. ZenStrategies connects tax strategy with financial reporting and business operations to help owners make informed decisions.
ZenStrategies provides strategic tax planning and preparation for business owners seeking greater clarity, fewer surprises, and more confident financial decisions. Our integrated approach connects business and individual tax preparation with ongoing accounting, reporting, and financial guidance. For Houston-area business owners, we help organize tax obligations around broader business goals while supporting informed planning throughout the year.
Integrated tax, accounting, and financial advisory services help business owners plan obligations and make informed decisions.
Plan business and individual tax obligations as part of an ongoing accounting relationship. ZenStrategies connects tax strategy with financial reporting and business operations to help owners make informed decisions.
Maintain accurate accounting records through reconciliations, account reviews, payroll oversight, and monthly financial statements that support reliable tax preparation and business decision-making.
Use profitability analysis, budgeting, projections, and KPI monitoring to understand business performance, evaluate opportunities, and connect financial information with tax and growth planning.
ZenStrategies combines business tax return preparation, individual tax preparation for business owners, estimated tax planning, and guidance on tax-related decisions with ongoing accounting and financial reporting. This connected approach helps established businesses understand their financial position, identify planning opportunities, and manage obligations with greater confidence. For Houston-area owners, thoughtful preparation can support clearer decisions throughout the year rather than focusing only on tax season.
See how integrated accounting and advisory support can help business owners plan with greater confidence.
Business owners receive coordinated tax and financial guidance built around the full picture.
More than 20 years helping business owners strategically plan taxes, accounting, compliance, and financial decisions.
Tax planning connects with accounting, reporting, operations, and broader business goals for clearer decisions.
Founder Beth Loxley brings nearly three decades of experience in small business finance, tax strategy, and operations.
Technology-enabled reporting and financial analysis help owners understand performance and plan with greater confidence.
Experienced advisors combine tax strategy, accounting, analysis, 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.
A CPA is a licensed accounting professional who may provide services such as tax preparation, accounting, financial reporting, and advisory guidance, depending on their practice. “Tax accountant” is a broader description for someone who focuses on tax-related work and may hold different credentials. When choosing support, consider the provider’s experience, service scope, approach to planning, and ability to coordinate tax work with ongoing financial information.
Talk with ZenStrategies about coordinated tax planning and preparation support.
Share your business and tax needs with ZenStrategies to explore coordinated preparation, planning, and accounting 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.