Tax Planning Guidance
ZenStrategies integrates tax strategy with accounting and business operations, helping owners understand tax implications, identify planning opportunities, and manage obligations throughout the year.
Navigate sales and use tax obligations with clear, coordinated guidance from ZenStrategies. Our consulting approach connects tax planning, accounting, financial reporting, and business operations to help established businesses understand compliance responsibilities, reduce uncertainty, and make informed decisions. With more than 20 years supporting business owners, we provide practical insight designed to strengthen financial clarity and confidence.
Integrated tax, accounting, and advisory support helps businesses understand obligations and make confident financial decisions.
ZenStrategies integrates tax strategy with accounting and business operations, helping owners understand tax implications, identify planning opportunities, and manage obligations throughout the year.
Accurate reconciliations, account reviews, adjustments, payroll oversight, and monthly financial statements create reliable records that support informed compliance and business decisions.
Profitability analysis, budgeting, projections, and KPI monitoring help businesses connect financial information with operations and identify challenges affecting performance and compliance planning.
Sales and use tax compliance is stronger when it is considered alongside accounting, reporting, and business operations. ZenStrategies helps established business owners organize financial information, understand tax-related implications, and coordinate compliance support with broader planning needs. Our holistic approach is designed to reduce uncertainty, improve visibility, and provide practical guidance for more confident financial decision-making.
See how integrated accounting and advisory guidance can support clearer planning, stronger reporting, and confident business decisions.
Get coordinated financial guidance from a team focused on clarity, strategy, and stability.
More than 20 years supporting business owners with tax planning, accounting, compliance, and financial guidance.
We consider tax, reporting, operations, and financial performance together rather than viewing compliance in isolation.
Technology-enabled accounting and regular reporting help owners understand financial information and make informed decisions.
Our team combines tax strategy, analysis, operations, and client service for coordinated business guidance.
Experienced advisors and analysts support clearer financial decisions for business owners.
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.
Sales and use tax compliance consulting helps businesses understand, organize, and manage tax-related responsibilities connected with their operations. Support may involve reviewing accounting information, coordinating tax planning with financial reporting, identifying relevant planning considerations, and helping owners make informed decisions. ZenStrategies connects compliance needs with broader accounting and business advisory services instead of treating tax matters separately.
Talk with ZenStrategies about coordinated accounting and tax guidance.
Contact ZenStrategies to discuss your sales and use tax compliance needs and explore coordinated accounting, reporting, 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.