Tax Planning
Look for proactive tax planning that connects estimated obligations, business decisions, and financial reporting throughout the year rather than focusing only on filing season.
Choosing the right tax advisor can make tax planning clearer, more proactive, and better aligned with your financial goals. Learn what to look for in experience, services, communication, and business understanding, plus how integrated accounting and tax support can help business owners make informed decisions, manage obligations, identify planning opportunities, and avoid surprises throughout the year.
Explore integrated tax, accounting, and advisory support designed to help business owners plan confidently and understand their finances.
Look for proactive tax planning that connects estimated obligations, business decisions, and financial reporting throughout the year rather than focusing only on filing season.
A suitable advisor can coordinate business tax returns and individual tax preparation for business owners while helping organize information and manage filing responsibilities.
Choose an advisor who can connect tax strategy with cash flow, profitability, budgeting, and broader business decisions so recommendations reflect the full financial picture.
The right tax advisor should do more than prepare returns. Look for someone who understands your business, explains recommendations clearly, and connects tax planning with accounting, cash flow, profitability, and operational decisions. ZenStrategies brings tax strategy into an ongoing advisory relationship, helping established business owners understand implications, identify opportunities, and plan with greater confidence throughout the year.
See how integrated financial guidance can help business owners make clearer, more confident decisions.
Find a tax advisor who combines practical strategy, financial insight, and ongoing support.
Founder Beth Loxley brings nearly three decades of experience in small business finance, tax strategy, and operations.
Tax planning is considered alongside accounting, cash flow, profitability, reporting, and broader business decisions.
Integrated services help business owners address tax considerations throughout the year, not only during preparation season.
Technology-enabled accounting and regular reporting provide useful information for more informed financial decisions.
Experienced professionals 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 tax advisor helps individuals or businesses understand tax obligations, plan for tax consequences, identify potential planning opportunities, and prepare for filing responsibilities. Depending on the relationship, an advisor may also coordinate accounting, estimated tax planning, business and individual tax preparation, financial reporting, and guidance on tax-related decisions. The right scope depends on your financial situation and the advisor’s services.
Talk with ZenStrategies about finding tax support that fits your business.
Share your business goals and current tax needs so ZenStrategies can help you explore a practical advisory relationship.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.