At Senior Advisory Services PLLC, our mission is to serve seniors and their families by offering the security of trustworthy, knowledgeable personal accounting and planning. Each client receives a plan customized to fit individual needs. It may include simple bill paying and daily money management to more complex services such as financial and tax planning. Services are offered in-home and at the convenience of the senior. We serve the greater Grand Rapids area in West Michigan.
Senior Advisory Services, PLLC is owned by Elizabeth Zeldes, a Certified Public Accountant who is licensed and regulated by the State of Michigan. Elizabeth has worked in public accounting for over 25 years and has completed a number of courses on eldercare through the American Institute of CPAs. She is active in the senior community through work with the Caregiver Resource Network, Dementia Friendly Grand Rapids, Council on Aging of Kent County and Advocates for Senior Issues. Elizabeth is passionate about advocating for seniors through education and awareness and is available for speaking engagements on topics ranging from scams and fraud to tax issues and use of financial tools.
References available upon request
Tracy has worked for Senior Advisory Services for over 5 years serving clients’ accounting and tax needs. Prior to working at Senior Advisory Services, she worked for Price Waterhouse, Bain & Company, and small accounting firms. She is a graduate of the University of Michigan and has her Masters in Accountancy from Western Michigan University and Masters in International Management from Thunderbird School of Global Management. Tracy is the proud mom of 2 grown sons and has lived with her husband in Grand Rapids Township for almost 20 years.
Vicki has provided accounting and administrative support to seniors for over 20 years and has also worked in a corporate environment supervising workflow and individuals . She has a BA in Business Administration from Hope College and enjoys living in West Michigan with her family and friends.