Tax Planning Preparation
Strategic tax planning and preparation integrates business tax returns, owner tax preparation, estimated tax planning, and tax-related business guidance with ongoing accounting.
Small businesses in Los Angeles, CA need more than year-end tax preparation. ZenStrategies connects strategic tax planning with monthly accounting, financial reporting, cash flow insight, and business advisory support. Our holistic approach helps established owners understand their numbers, plan for tax obligations, evaluate decisions, and pursue growth with greater clarity and confidence throughout the year.
Integrated tax planning, accounting, reporting, forecasting, and financial guidance for established small businesses.
Strategic tax planning and preparation integrates business tax returns, owner tax preparation, estimated tax planning, and tax-related business guidance with ongoing accounting.
Ongoing accounting includes reconciliations, account reviews, adjustments, payroll oversight, and monthly financial statements that help owners understand business performance.
Part-time CFO support provides financial analysis, budgeting, cash flow forecasting, profitability assessment, performance monitoring, and strategic guidance for established businesses.
ZenStrategies combines tax planning with ongoing accounting and financial reporting so business owners can make more informed decisions throughout the year. For established Los Angeles, CA businesses, this connected approach can clarify cash flow, profitability, estimated tax obligations, and the financial implications of operating choices. Instead of treating tax preparation as an isolated task, we help place it within the broader picture of business performance and planning.
See how integrated accounting and advisory support can help owners understand performance and plan confidently.
A holistic accounting relationship designed to connect tax strategy with business performance.
We consider tax, accounting, operations, cash flow, and business strategy together rather than in isolation.
Founder Beth Loxley brings nearly three decades of small business finance, tax strategy, and operations experience.
Regular financial reporting helps owners interpret performance and make informed decisions for their Los Angeles businesses.
Our team supports established businesses beyond tax season with planning, analysis, reporting, and strategic guidance.
Experienced professionals combine tax, accounting, operations, data, 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.
The right accountant depends on the business’s complexity and the support it needs. An accountant who combines tax planning with ongoing accounting, reporting, and advisory services can help an owner understand financial performance instead of focusing only on tax filing. Established businesses may also benefit from cash flow forecasting, profitability analysis, and CFO-level guidance as decisions become more involved.
Talk with ZenStrategies about your business’s accounting and planning needs.
Contact ZenStrategies to discuss integrated tax planning, accounting, reporting, and advisory support for your business.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.