Strategic Tax Planning
Plan throughout the year with guidance that connects tax strategy to business operations, financial reporting, estimated obligations, and important business decisions.
ZenStrategies provides strategic tax planning and preparation for Ohio business owners seeking greater clarity, fewer surprises, and more confident decisions. Our integrated approach connects business tax returns, individual tax preparation for owners, estimated tax planning, accounting, and financial reporting. For businesses in Chillicothe and beyond, we help make tax obligations part of a broader financial strategy.
Integrated tax planning, preparation, accounting, and financial advisory services help Ohio business owners make informed decisions.
Plan throughout the year with guidance that connects tax strategy to business operations, financial reporting, estimated obligations, and important business decisions.
Prepare business tax returns and individual tax returns for business owners as part of an ongoing accounting relationship designed to reduce surprises during tax season.
Understand the tax implications of business decisions while coordinating accounting, reporting, profitability analysis, and broader financial planning for sustainable growth.
ZenStrategies connects tax planning with the broader financial picture, helping established businesses understand obligations, evaluate decisions, and identify planning opportunities throughout the year. Our approach combines business tax preparation, individual returns for business owners, estimated tax planning, accounting, and financial reporting. For Ohio businesses navigating changing conditions, this integrated perspective supports clearer planning and more confident decisions.
See how integrated accounting and tax guidance can support stronger decisions, stability, and confident business growth.
Get an integrated perspective that connects tax obligations with business performance and long-term planning.
Tax planning, accounting, reporting, and business advisory support are considered together.
More than 20 years of local knowledge serving Ohio-based business owners and their financial needs.
Nearly three decades of founder experience supports practical tax and operational decision-making.
Technology-enabled reporting helps business owners understand performance, cash flow, and planning needs.
Experienced advisors help Ohio business owners gain clarity and confidence.
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.
ZenStrategies provides strategic tax planning and preparation as part of comprehensive, ongoing accounting relationships. Services include business tax return preparation, individual tax preparation for business owners, estimated tax planning, and guidance on tax-related business decisions. The firm connects tax work with accounting, financial reporting, and business operations so owners can make more informed decisions throughout the year.
Talk with ZenStrategies about a more integrated approach to your business finances.
Share your goals and current financial needs so the ZenStrategies team can discuss the right tax 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.