Tax Planning Preparation
Plan throughout the year and prepare business tax returns with accounting and operational context, helping owners understand obligations and identify planning opportunities.
ZenStrategies provides strategic tax planning and preparation for Cleveland, Ohio business owners who want more clarity, fewer surprises, and better-informed financial decisions. Our integrated approach connects business tax returns, individual returns for owners, estimated tax planning, accounting, and operational insight so you can manage obligations confidently while planning for sustainable growth in Ohio’s business community.
Integrated tax planning, preparation, accounting, and financial guidance for established Cleveland business owners.
Plan throughout the year and prepare business tax returns with accounting and operational context, helping owners understand obligations and identify planning opportunities.
Coordinate individual tax preparation for business owners alongside business tax services, creating a more connected view of personal and business tax considerations.
Review financial information and business activity to support estimated tax planning, helping owners manage obligations and make informed decisions before tax time.
ZenStrategies connects tax preparation with ongoing accounting, financial reporting, and business advisory support. For Cleveland, Ohio business owners, this means tax decisions can be considered alongside cash flow, profitability, operations, and growth plans rather than treated as a once-a-year task. Our team helps clarify business and owner tax obligations, support estimated tax planning, and reduce surprises through a coordinated financial relationship.
See how integrated accounting and tax guidance can help business owners make more confident financial decisions.
A holistic approach brings tax planning, accounting, and business decisions into clearer focus.
Connect tax planning with accounting, reporting, cash flow, and broader business advisory decisions.
More than 20 years of local knowledge supporting Ohio-based business owners, including Cleveland businesses.
Founder Beth Loxley brings nearly three decades of small business finance, tax strategy, and operations experience.
Technology-enabled reporting helps Cleveland owners better understand financial performance and plan with confidence.
Experienced advisors 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.
Tax preparation includes organizing financial information, preparing applicable business tax returns, and coordinating individual tax preparation for business owners. ZenStrategies also connects preparation with accounting records, financial reporting, and tax-related business decisions. This integrated approach helps owners understand their obligations and provides context for planning rather than treating tax preparation as an isolated annual task.
Talk with ZenStrategies about your business and tax planning needs.
Connect with ZenStrategies to discuss your tax preparation, planning, and ongoing accounting needs.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.