Business Tax Returns
ZenStrategies prepares business tax returns as part of an ongoing accounting relationship, helping owners coordinate tax obligations with accurate financial reporting and business operations.
ZenStrategies provides strategic tax preparation and planning for Ohio business owners who want clearer decisions and fewer surprises at tax time. Our integrated approach connects business tax returns, individual owner preparation, estimated tax planning, and ongoing accounting, helping established businesses understand obligations, identify planning opportunities, and build confidence throughout the year.
Integrated tax preparation and planning support helps business owners manage returns, estimates, and tax-related decisions with greater clarity.
ZenStrategies prepares business tax returns as part of an ongoing accounting relationship, helping owners coordinate tax obligations with accurate financial reporting and business operations.
Individual tax preparation for business owners connects personal filing needs with business financial information, supporting a more coordinated approach to tax planning and preparation.
Estimated tax planning helps business owners anticipate obligations, evaluate decisions throughout the year, and reduce surprises by connecting tax strategy with ongoing financial reporting.
Tax preparation is more useful when it connects with the full financial picture. ZenStrategies combines business tax return preparation, individual owner preparation, estimated tax planning, and ongoing accounting support to help established Ohio businesses understand obligations and evaluate opportunities. For Springfield business owners, this integrated approach provides practical guidance beyond filing season and supports more confident financial decisions 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 accounting and business guidance owners need.
Tax planning connects with accounting, reporting, and business operations for a more complete financial perspective.
More than 20 years of serving Ohio-based business owners informs practical guidance for local businesses.
Founder Beth Loxley brings nearly three decades of experience in small business finance, tax strategy, and operations.
Technology-enabled accounting and regular financial reporting help Springfield-area owners understand their financial position.
Experienced advisors combine tax strategy, accounting, analysis, 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.
Tax preparation costs vary based on factors such as business structure, return complexity, accounting condition, and the level of planning or ongoing support required. ZenStrategies provides tax preparation as part of comprehensive accounting relationships, including business returns, individual owner preparation, and estimated tax planning. A discussion of your business and current records can clarify the appropriate scope of service and available options.
Talk with ZenStrategies about your business, records, and planning needs.
Share your business details and tax questions so ZenStrategies can discuss the right preparation and planning approach.
You can also send us a quick email at hello@zenstrategies.net.
You can also send us a quick email at hello@zenstrategies.net.