Strategic Tax Planning
ZenStrategies coordinates individual tax planning with business accounting and financial reporting, helping owners understand tax implications and identify planning opportunities throughout the year.
Make informed tax decisions with proactive individual tax planning from ZenStrategies. We connect your personal tax strategy with business finances, accounting, and estimated tax considerations, helping business owners reduce surprises and plan with greater confidence. With more than 20 years serving Ohio-based business owners, our holistic approach supports clearer decisions throughout the year—not only during tax preparation season.
Integrated tax planning and financial guidance help business owners understand obligations, opportunities, and informed next steps.
ZenStrategies coordinates individual tax planning with business accounting and financial reporting, helping owners understand tax implications and identify planning opportunities throughout the year.
Plan for estimated tax obligations with guidance connected to your business activity, financial reporting, and expected performance, helping reduce surprises and support more confident decisions.
Individual tax preparation for business owners is coordinated with business tax return preparation, creating a more connected view of personal and business tax responsibilities.
Individual tax planning is most effective when it reflects the full financial picture. ZenStrategies connects owner tax considerations with business accounting, financial reporting, estimated tax planning, and operational decisions. This integrated approach helps Ohio-based business owners understand obligations, identify opportunities, and make more informed choices while reducing the uncertainty that can accompany tax preparation season.
See how integrated accounting and tax guidance can support clearer decisions, stronger planning, and confident business growth.
Get tax planning connected to the broader financial and operational picture of your business.
We consider tax strategy alongside accounting, reporting, operations, and business decisions.
Founder Beth Loxley brings nearly three decades of small business finance and tax strategy experience.
Our team has more than 20 years of experience serving Ohio-based business owners.
Tax planning connects with financial reporting, estimates, compliance, and business advisory support.
Experienced advisors help business owners gain clarity, confidence, and direction.
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.
Tax planning is the process of reviewing financial activity and upcoming decisions to understand their potential tax effects and identify appropriate planning opportunities. For business owners, effective planning can connect individual tax considerations with business accounting, estimated tax obligations, profitability, and operational choices. Unlike focusing only on preparation, proactive planning considers tax decisions throughout the year.
Talk with ZenStrategies about a clearer, more coordinated planning approach.
Share your goals and financial questions so ZenStrategies can discuss an appropriate tax planning and advisory 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.