Business Tax Returns
ZenStrategies prepares business tax returns as part of an ongoing accounting relationship, using financial information and reporting to support accurate, coordinated tax compliance.
Prepare and plan for your S-Corp tax obligations with integrated business and individual tax support from ZenStrategies. Our approach connects tax preparation with ongoing accounting, reporting, and business decisions, helping owners understand their obligations, identify planning opportunities, and reduce surprises at tax time. With more than 20 years serving Ohio-based business owners, we provide clarity and confidence throughout the tax process.
Integrated tax preparation and planning services designed to help business owners manage S-Corp obligations with greater clarity.
ZenStrategies prepares business tax returns as part of an ongoing accounting relationship, using financial information and reporting to support accurate, coordinated tax compliance.
Business owners can coordinate individual tax preparation with their business tax work, helping connect personal filing needs with business income and tax planning considerations.
Plan estimated tax obligations throughout the year by connecting tax strategy with financial reporting, business activity, and decisions that may affect the company and its owners.
S-Corp tax preparation is most useful when it reflects the full financial picture of the business. ZenStrategies combines business tax return preparation, individual tax preparation for owners, estimated tax planning, and ongoing accounting information to help clients understand tax implications and plan more confidently. For Ohio-based business owners, this coordinated approach supports better decisions throughout the year rather than concentrating every question around tax time.
See how integrated accounting and tax guidance can support clearer decisions, stronger planning, and greater business confidence.
Our integrated approach connects tax preparation with the accounting and business guidance owners need.
More than 20 years helping Ohio-based business owners strategically plan and calculate their taxes.
Tax planning considers accounting, operations, financial reporting, and broader business decisions together.
Founder Beth Loxley brings nearly three decades of small business finance and tax strategy experience.
Technology-enabled reporting and coordinated support help owners understand financial performance and tax obligations.
Experienced accounting and advisory professionals supporting business owners with clarity and confidence.
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.
The cost of filing an S-Corp tax return varies based on the company’s accounting records, reporting needs, business activity, and whether individual owner preparation or ongoing tax planning is included. ZenStrategies provides tax preparation as part of comprehensive accounting and advisory relationships, so the work can be coordinated with financial reporting and business needs rather than treated as an isolated filing.
Talk with ZenStrategies about coordinated preparation and year-round tax planning.
Share your questions and current needs so the ZenStrategies team can discuss coordinated tax preparation and planning 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.