Strategic Tax Planning
Plan proactively throughout the year with tax strategy connected to business operations, financial reporting, and important decisions affecting your company and personal finances.
ZenStrategies provides proactive tax consulting for Ohio business owners who want clearer decisions, better planning, and fewer surprises at tax time. Our integrated approach connects business tax returns, individual owner tax preparation, estimated tax planning, accounting, and financial reporting, helping established businesses understand tax implications throughout the year while supporting profitability, compliance, and confident growth.
Integrated tax and financial guidance helps Ohio business owners plan ahead, understand obligations, and make informed decisions.
Plan proactively throughout the year with tax strategy connected to business operations, financial reporting, and important decisions affecting your company and personal finances.
Coordinate business tax return preparation and individual tax preparation for business owners within an ongoing accounting relationship designed to reduce confusion and avoid surprises.
Review estimated tax considerations as part of broader financial planning, helping business owners understand obligations and incorporate tax needs into ongoing decisions.
Tax consulting is more useful when it connects to the full financial picture. ZenStrategies integrates tax planning and preparation with accounting, reporting, business operations, and strategic guidance. For Ohio business owners, this approach provides a clearer way to evaluate tax implications, manage obligations, identify planning opportunities, and make decisions with greater confidence throughout the year—not only during tax preparation season.
See how integrated accounting, tax strategy, and financial insight can support clearer decisions and confident business growth.
Get coordinated tax guidance backed by accounting, analysis, and business advisory experience.
Connect tax planning with accounting, reporting, and business decisions for a more complete financial perspective.
Benefit from more than 20 years of local knowledge serving Ohio-based business owners and their financial needs.
Work with a firm led by Beth Loxley, bringing nearly three decades of small business finance and tax strategy experience.
Access accounting, tax strategy, technology, and operational support through one coordinated advisory relationship.
Experienced professionals help Ohio business owners gain clarity, strategy, and stability.
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 consultant helps individuals or businesses understand tax obligations, plan for tax-related decisions, and prepare required returns. ZenStrategies provides strategic tax planning, business tax return preparation, individual tax preparation for business owners, estimated tax planning, and guidance on tax-related business decisions. The firm connects these services with accounting and financial reporting so tax considerations can be addressed throughout the year.
Talk with ZenStrategies about coordinated tax and business advisory support.
Share your business goals and current accounting needs so ZenStrategies can discuss a suitable tax consulting approach.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.