Tax Planning Preparation
ZenStrategies coordinates business tax return preparation, individual tax preparation for business owners, estimated tax planning, and guidance on tax-related business decisions throughout the year.
ZenStrategies provides strategic tax planning and preparation for established business owners in Cuyahoga Falls, Ohio. We connect tax strategy with accounting, financial reporting, cash flow, and business decisions so you can better understand obligations, plan throughout the year, and pursue growth with greater confidence. Our Ohio-focused team brings more than 20 years of experience supporting business owners.

Integrated tax, accounting, and advisory support helps established businesses plan confidently and manage financial obligations.
ZenStrategies coordinates business tax return preparation, individual tax preparation for business owners, estimated tax planning, and guidance on tax-related business decisions throughout the year.
Ongoing account reconciliations, financial reviews, payroll oversight, and monthly financial statements create dependable records for tax planning and informed business decisions.
Profitability analysis, budgeting, financial projections, and KPI monitoring connect financial information with operations, helping owners evaluate performance and plan for sustainable growth.
Tax planning is more useful when it reflects the full financial picture of your business. ZenStrategies combines tax strategy with accounting, reporting, cash flow insight, and operational guidance to help Ohio business owners understand implications before decisions are made. From business returns to owner tax preparation and estimated tax planning, our approach supports clearer choices and fewer surprises during tax season.

See how integrated accounting and tax guidance helps business owners gain clarity, stability, and confidence.
Our holistic approach brings tax, accounting, and business guidance together for clearer decisions.
More than 20 years of local knowledge serving Ohio-based business owners and their financial needs.
We consider tax, accounting, operations, and strategy together rather than viewing each issue separately.
Beth Loxley brings nearly three decades of experience in small business finance, tax strategy, and operations.
Technology-enabled reporting helps Ohio business owners understand financial performance and plan with confidence.
Experienced professionals combine tax, accounting, analysis, and operational 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.
ZenStrategies provides strategic tax planning and preparation as part of 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 these services with financial reporting and business operations so owners can understand obligations and evaluate decisions throughout the year.
Talk with ZenStrategies about your business tax planning and accounting needs.
Contact ZenStrategies to discuss tax planning, preparation, accounting, 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.