Tax Planning & Preparation
Strategic tax planning and preparation includes business tax returns, individual tax preparation for business owners, estimated tax planning, and guidance on tax-related business decisions.
ZenStrategies provides strategic tax planning and preparation for established business owners seeking greater clarity, confidence, and control. Our integrated approach connects business tax returns, individual tax preparation, estimated tax planning, accounting, and financial reporting, helping you make informed decisions throughout the year rather than waiting until tax season. Support is tailored for complex, growth-oriented businesses navigating NYC’s demanding financial environment.
Integrated tax, accounting, forecasting, and financial advisory services help established businesses plan confidently and understand their numbers.
Strategic tax planning and preparation includes business tax returns, individual tax preparation for business owners, estimated tax planning, and guidance on tax-related business decisions.
Ongoing accounting includes account reconciliations, financial account reviews and adjustments, payroll oversight, and monthly financial statements that support accurate business decisions.
Cash flow planning and forecasting helps business owners evaluate expected inflows and outflows, identify potential shortfalls, and plan spending, staffing, debt obligations, and growth.
ZenStrategies connects tax preparation with accounting, reporting, and business operations so owners can understand the financial implications of their decisions. Our approach supports business tax return preparation, individual tax preparation for business owners, estimated tax planning, and ongoing guidance. For established businesses operating in a complex market such as NYC, coordinated financial information can make obligations easier to manage and planning more purposeful.
See how integrated accounting and advisory support helps business owners gain clarity, improve stability, and plan for growth.
Our holistic approach brings tax strategy, accounting, reporting, and business insight together.
More than 20 years helping business owners with tax planning, accounting, compliance, and strategic guidance.
We consider the full picture of your business, connecting tax decisions with operations, cash flow, and profitability.
Technology-enabled accounting and regular financial reporting support clearer decisions for complex businesses, including NYC operations.
Nearly three decades of founder experience informs practical guidance for owners navigating growth and financial challenges.
Experienced professionals combine tax, accounting, operations, data, and client 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.
A CPA tax preparation firm helps organize financial information, prepare applicable business and individual tax returns, plan for estimated tax obligations, and provide guidance on tax-related decisions. ZenStrategies integrates tax work with ongoing accounting and financial reporting, helping established business owners understand their financial position and coordinate tax planning with business operations instead of treating preparation as an isolated annual task.
Talk with ZenStrategies about integrated tax planning and accounting support.
Share your goals and financial needs so ZenStrategies can discuss the right combination of tax, accounting, and advisory support.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.