Tax Planning Preparation
ZenStrategies coordinates business tax return preparation, individual tax preparation for business owners, estimated tax planning, and guidance on tax-related business decisions throughout the year.
Self-employed tax filing involves more than submitting forms. ZenStrategies combines tax preparation with ongoing accounting, estimated tax planning, financial reporting, and business guidance to help independent professionals and business owners understand their obligations and make informed decisions. With more than 20 years supporting Ohio-based businesses, our holistic approach helps reduce surprises and create greater confidence throughout the tax year.
Integrated tax, accounting, and financial services help self-employed clients organize records, plan ahead, and make informed business decisions.
ZenStrategies coordinates business tax return preparation, individual tax preparation for business owners, estimated tax planning, and guidance on tax-related business decisions throughout the year.
Ongoing account reconciliations, financial reviews, payroll oversight, and monthly financial statements help maintain accurate records and provide dependable information for tax planning.
Cash flow planning and forecasting helps self-employed owners review expected inflows and outflows, identify potential shortfalls, and make informed decisions about spending and growth.
Self-employed tax filing is more useful when connected to the broader financial picture. ZenStrategies combines tax preparation with accounting, estimated tax planning, financial reporting, and business advisory support. This coordinated approach helps owners understand the tax implications of business decisions, maintain clearer records, and plan with greater confidence instead of waiting until tax preparation season to address important questions.
See how integrated accounting and advisory support can bring greater clarity to financial decisions.
Get coordinated tax and financial guidance from a team focused on clarity, strategy, and stability.
Tax planning considers accounting, operations, cash flow, and the broader financial picture.
Founder Beth Loxley brings nearly three decades of small business finance and tax strategy experience.
Technology-enabled accounting provides regular financial reporting to support informed decisions.
More than 20 years of experience supports business owners from formation through scaling.
Experienced professionals combine tax, accounting, analysis, operations, 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.
Self-employed tax filing can include preparing individual tax returns for business owners, preparing business tax returns, reviewing income and expenses, planning estimated taxes, and discussing tax-related business decisions. ZenStrategies integrates these services with ongoing accounting and financial reporting so owners have clearer records and better context for their filing obligations and planning decisions.
Talk with ZenStrategies about coordinated tax and accounting support.
Share your tax and accounting needs with ZenStrategies to explore practical, integrated 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.