Strategic Tax Planning
Plan throughout the year with tax guidance connected to business operations, financial reporting, and important decisions affecting your company and personal finances.
ZenStrategies provides strategic tax planning and preparation for established business owners seeking greater clarity, fewer surprises, and more confident decisions. Our integrated approach connects business tax returns, individual returns for owners, estimated tax planning, accounting, and financial reporting. With deep Ohio business experience and a holistic view of your operations, we help you manage tax obligations while planning for sustainable growth.
Integrated tax preparation and planning services help business owners understand obligations, identify opportunities, and make informed financial decisions.
Plan throughout the year with tax guidance connected to business operations, financial reporting, and important decisions affecting your company and personal finances.
ZenStrategies prepares business tax returns as part of an ongoing accounting relationship, helping owners coordinate reporting, tax obligations, and broader financial strategy.
Business owners can coordinate individual tax preparation with their business tax planning, creating a more connected view of personal and company financial responsibilities.
Tax preparation is more useful when it connects to the full financial picture. ZenStrategies combines tax strategy with accounting, reporting, and business advisory support so established owners can understand the implications of decisions, plan estimated taxes, and avoid surprises at tax time. For Ohio business owners, this holistic approach brings clarity to obligations while supporting profitability, stability, and confident growth.
See how integrated accounting and tax guidance can support clearer decisions, stronger planning, and confident business growth.
Get tax support connected to the financial and operational realities of your business.
We consider tax planning alongside accounting, operations, reporting, and the broader direction of your business.
Our team brings more than 20 years of experience serving Ohio-based business owners and understanding local challenges.
Beth Loxley brings nearly three decades of experience in small business finance, tax strategy, and operations.
Technology-enabled accounting and regular financial reporting help owners understand performance and plan with confidence.
Experienced advisors help Ohio business owners gain clarity and plan confidently.
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 combines proactive tax planning with preparation services through an ongoing accounting relationship. Support may include business tax return preparation, individual tax preparation for business owners, estimated tax planning, and guidance on tax-related business decisions. The approach connects tax work with financial reporting and business operations, helping owners understand obligations and make more informed decisions throughout the year.
Talk with ZenStrategies about your business tax planning and preparation needs.
Share your tax preparation needs and business goals with the ZenStrategies team.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.