Strategic Tax Planning
Plan throughout the year with tax strategy connected to business operations, accounting records, and financial decisions. ZenStrategies helps owners identify planning opportunities and better understand tax implications.
ZenStrategies provides strategic tax preparation and planning for business owners in Marysville, Ohio. We coordinate business returns, individual tax preparation for owners, estimated tax planning, and ongoing accounting insights to help you understand obligations, identify planning opportunities, and make confident financial decisions throughout the year—not just at tax time.
Integrated tax preparation and planning services help business owners manage obligations and make informed financial decisions.
Plan throughout the year with tax strategy connected to business operations, accounting records, and financial decisions. ZenStrategies helps owners identify planning opportunities and better understand tax implications.
ZenStrategies prepares business tax returns as part of an ongoing accounting relationship, coordinating financial reporting and tax information to support accurate, informed compliance.
Individual tax preparation for business owners is coordinated with business tax planning, helping connect personal obligations with business activity and broader financial decisions.
Tax preparation is more useful when it connects with the rest of your financial picture. ZenStrategies combines business tax return preparation, individual tax preparation for owners, estimated tax planning, and ongoing accounting insight. For Marysville business owners, this integrated approach supports clearer decisions, helps reduce surprises at tax time, and keeps tax considerations connected to operations throughout the year.
See how integrated accounting and tax guidance can support clearer decisions, stronger planning, and confident business growth.
Our holistic approach connects tax preparation with the financial and operational decisions behind your business.
Nearly three decades of small business finance, tax strategy, and operations experience guide practical client support.
More than 20 years of local knowledge help us understand the needs of Ohio-based business owners.
Tax planning, accounting, reporting, and business advisory support are coordinated through one holistic relationship.
Technology-enabled reporting and financial analysis turn complex information into clearer business decisions.
Experienced advisors and analysts support business owners with 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.
ZenStrategies provides business tax return preparation, individual tax preparation for business owners, estimated tax planning, and guidance on tax-related business decisions. These services are integrated with ongoing accounting and financial reporting, helping owners understand their obligations and connect tax decisions with business operations. The firm’s approach is designed for business owners seeking proactive support rather than assistance limited to tax preparation season.
Talk with ZenStrategies about coordinated tax preparation and planning support.
Contact ZenStrategies to discuss tax preparation, planning, and integrated 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.