Strategic Tax Planning
ZenStrategies coordinates business tax return preparation, individual tax preparation for owners, estimated tax planning, and guidance on tax-related business decisions throughout the year.
ZenStrategies helps established business owners connect tax planning, accounting, and financial strategy in one coordinated relationship. From business tax returns and estimated tax planning to monthly reporting and CFO-level guidance, our Ohio-focused team provides clearer financial insight and more confident decisions. Whether your company is growing, managing complexity, or preparing for its next stage, we help create clarity, strategy, and stability.
Integrated tax, accounting, reporting, and financial advisory support for established businesses seeking clearer decisions and sustainable growth.
ZenStrategies coordinates business tax return preparation, individual tax preparation for owners, estimated tax planning, and guidance on tax-related business decisions throughout the year.
Maintain dependable financial records through account reconciliations, account reviews and adjustments, payroll oversight, and monthly financial statements that support informed business decisions.
Receive ongoing CFO-level financial leadership through financial analysis, budgeting, cash flow forecasting, profitability assessment, performance monitoring, and strategic guidance for growth-oriented businesses.
Tax decisions are closely connected to operations, cash flow, profitability, and growth. ZenStrategies brings these areas together through ongoing accounting relationships that help established business owners understand tax implications, plan estimated obligations, review financial performance, and make informed decisions. With more than 20 years serving Ohio-based business owners, our team provides practical guidance designed to reduce surprises and build confidence.
See how integrated accounting, tax planning, and advisory support can help businesses make more confident decisions.
A holistic approach connects tax, accounting, operations, and business planning.
Tax planning, accounting, reporting, and business advisory support work together in one relationship.
More than 20 years of local knowledge supporting Ohio-based business owners and their financial decisions.
Beth Loxley brings nearly three decades of experience in small business finance, tax strategy, and operations.
Technology-enabled reporting helps business owners understand performance, cash flow, and opportunities clearly.
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.
“CPA tax” generally refers to tax services provided by a Certified Public Accountant, including tax planning, preparation, compliance support, and guidance related to business and individual tax obligations. For business owners, the most useful approach connects tax work with accounting and financial reporting. ZenStrategies provides strategic tax planning and preparation as part of ongoing accounting relationships for established businesses.
Talk with ZenStrategies about integrated accounting and tax planning support.
ZenStrategies serves business owners across Ohio and also lists Hilton Head, SC among its service areas.
Six Listed Areas
Ohio Service Areas
Established Businesses
Business Focus
20+ Years
Experience
Connect with ZenStrategies to discuss your accounting and tax planning needs.
Tell us about your business and connect with the ZenStrategies team about tax planning, accounting, or 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.