Bonnie Yam
ATAX is a leading provider of tax preparation for over 30 years.
At ATAX, we’re about more than just numbers!
| Day | Time |
|---|---|
| Monday | 10:00 AM - 6:00 PM |
| Tuesday | 10:00 AM - 6:00 PM |
| Wednesday | 10:00 AM - 6:00 PM |
| Thursday | 10:00 AM - 6:00 PM |
| Friday | 10:00 AM - 6:00 PM |
| Saturday | Closed |
| Sunday | Closed |
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Please call in to check.
Office Telephone: 516-596-8842
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Bonnie Yam, CFA, CFP, AIF, CLU, ChFC, CLSP RICP, EA, CVA, CEPA
Ms. Yam graduated from Smith College with a BA in Math and Economics. She received her MBA in finance from University of Chicago.
Ms. Yam has her own RIA and has run Pension Consulting for over 20 years. She is also a Business Evaluator for 10 years and an adjunct professor at SUNY on Financial Wellness topics for business owners and individuals. She is also a qualified pre-licensing instructor in Health Life and Accident.
Ms. Yam is also highly involved with educating the community. She is a CPA CPE sponsor in NY and NJ and has lectured extensively on Financial Wellness Topics through FPA, NYSSCPA and at NY SIBL library. She is also a lecturer at SUNY University, Valhalla on Financial Wellness topics for individual and business owners.
The web program, www.financialwellnesstower.com, is an innovative education program to enhance learning through fun cartoons videos, online forum, activities, quizzes and games.
Awards: Marquis Who’s Who, Wealth & Finance: Most Supportive Retirement Structure Platform – New York Language: Chinese (Mandarin, Shanghainese, Cantonese), French, Spanish
Filing your personal tax at ATAX - Bellmore NY is simple. You can come in to the office and sit with our Registered Tax preparer who will assist you in completing your tax return. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. Let us help you receive the maximum refund you're entitled to! Offering Tax Preparation Bellmore, NY.
Bonnie was organized, responsive, and very helpful. She lays out everything you need to know and helps you create a plan to tackle your situation.
My experience with Bonnie was great! She is outstanding and ready to assist with any needs, she has a really friendly and caring environment. What I like the most about her performance is her positive attitude towards the issues that come up and her attention to detail.
