Strategic Tax Planning
ZenStrategies coordinates business tax return preparation, individual tax preparation for owners, estimated tax planning, and guidance on tax-related business decisions through an ongoing advisory relationship.
ZenStrategies provides strategic tax preparation and planning for business owners in Lancaster, Ohio. Our integrated approach connects tax returns with accounting, financial reporting, estimated tax planning, and business decisions, helping you understand your obligations, identify planning opportunities, and reduce surprises at tax time. With deep Ohio experience, we support clearer decisions and more confident financial management throughout the year.
Integrated tax preparation, accounting, reporting, and planning support helps business owners make informed financial decisions.
ZenStrategies coordinates business tax return preparation, individual tax preparation for owners, estimated tax planning, and guidance on tax-related business decisions through an ongoing advisory relationship.
Monthly accounting includes account reconciliations, financial account reviews, payroll oversight, and monthly financial statements that support accurate records and better tax preparation.
Profitability analysis, budgeting, projections, and KPI monitoring connect financial performance with tax planning and broader business decisions for established business owners.
Tax preparation is more useful when it connects to the rest of your business finances. ZenStrategies combines business and individual tax preparation with estimated tax planning, ongoing accounting, financial reporting, and practical guidance. For Ohio-based business owners, this integrated approach helps clarify tax implications, identify planning opportunities, manage obligations, and make informed decisions before tax time rather than reacting after the fact.
See how integrated accounting and advisory support helps business owners understand performance and plan with confidence.
A holistic accounting and advisory approach gives business owners more context around every tax decision.
More than 20 years of local knowledge supporting Ohio-based business owners with tax planning and accounting.
Tax planning considers accounting, operations, financial performance, and broader business decisions together.
Beth Loxley brings nearly three decades of small business finance, tax strategy, and operations experience.
Technology-enabled accounting and regular reporting help Ohio business owners understand their financial position.
Experienced advisors and analysts support clearer financial decisions for business owners.
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 costs vary based on factors such as the type of return, business structure, financial complexity, and the level of planning or accounting support involved. ZenStrategies does not provide a universal average because each engagement is different. The firm’s services may include business returns, individual returns for owners, estimated tax planning, and coordinated accounting support, with scope discussed before work begins.
Talk with ZenStrategies about your accounting and tax planning needs.
Share your goals and questions with ZenStrategies to discuss the right tax preparation and accounting 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.