Business Tax Returns
ZenStrategies prepares business tax returns as part of an ongoing accounting relationship, coordinating financial records and tax planning to help owners manage obligations with greater confidence.
ZenStrategies provides strategic tax preparation and planning for business owners in Marion, Ohio, combining accurate returns with ongoing accounting and financial guidance. Our integrated approach helps you understand tax implications, plan estimated payments, identify opportunities, and avoid surprises at tax time. With more than 20 years supporting Ohio-based businesses, we bring clarity and confidence to important financial decisions.
Integrated tax preparation and planning for established businesses and owners seeking clarity, compliance, and confident financial decisions.
ZenStrategies prepares business tax returns as part of an ongoing accounting relationship, coordinating financial records and tax planning to help owners manage obligations with greater confidence.
Business owners can receive individual tax preparation coordinated with business financial information, helping connect personal filing needs with broader tax planning and business decisions.
Estimated tax planning helps owners anticipate obligations and incorporate tax considerations into financial decisions throughout the year rather than waiting until preparation season.
Tax preparation is more useful when it connects with the rest of your financial picture. ZenStrategies combines business tax return preparation, individual preparation for owners, estimated tax planning, accounting, and advisory support. For Marion, Ohio business owners, this integrated approach can provide clearer information for decisions, help identify planning opportunities, and reduce uncertainty around tax obligations throughout the year.
See how integrated accounting, tax planning, and advisory support can help business owners gain clarity and plan with confidence.
A holistic approach brings tax preparation together with the financial guidance business owners need.
More than 20 years helping Ohio-based business owners strategically plan and calculate their taxes.
We consider tax planning alongside accounting, operations, cash flow, and broader business decisions.
Founder Beth Loxley brings nearly three decades of small business finance, tax strategy, and operations experience.
Technology-enabled accounting and regular reporting help owners understand financial performance and plan ahead.
Experienced advisors and analysts support clearer financial decisions for Ohio 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 includes organizing financial information and preparing applicable business tax returns, along with individual tax preparation for business owners when part of the engagement. ZenStrategies also connects preparation with ongoing accounting and tax planning, helping owners understand their obligations and the financial information behind their returns.
Talk with ZenStrategies about your accounting and tax planning needs.
Contact ZenStrategies to discuss tax preparation, estimated planning, and integrated accounting 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.