Bonnie Yam
ATAX is a leading provider of tax preparation, bookkeeping, payroll
& incorporation services for over 30 years.
At ATAX, we’re about more than just numbers!
| Day | Time |
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| Monday | 9:00 AM - 9:00 PM |
| Tuesday | 9:00 AM - 9:00 PM |
| Wednesday | 9:00 AM - 9:00 PM |
| Thursday | 9:00 AM - 9:00 PM |
| Friday | 9:00 AM - 9:00 PM |
| Saturday | 10:00 AM - 1:00 AM |
| Sunday | 10:00 AM - 1:00 PM |
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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. Before starting her own company, she was a financial manager for TIME magazine and a Hedge Fund Analyst for Cheetah Investment. Ms. Yam has been in the pension consulting business for 20 years and 8 years in Business Evaluation. She started her own RIA, Pension Maxima with the objective to provide cost transparency and a platform that can truly benefit clients first. Ms. Yam focuses on success factors for 401(k) plans and has assisted many companies in improving their 401(k) plan costs, sometimes as much as 50%. Ms. Yam has written three Ebooks, “401(k) Benchmarking”, “Understanding 5500” and “401(k) Plan Health.” Ms. Yam is also a Business Evaluator and assisted estate attorneys, tax attorneys in evaluating complex business deals. She 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. The website comes with an accompanying Financial Wellness Tower Workbook, a joke book, Bonnie’s Bulls and an illustrated concept book, Principles for Financial Wellness and Financial Wellness FAQs. The cartoons are also available in Spanish and Chinese to ensure a broad outreach of audience. Awards: Marquis Who’s Who, Wealth & Finance: Most Supportive Retirement Structure Platform – New York Affiliations: Member: CFA Institute, Westchester Business Council, Westchester County Association (Intel Committee), Westchester County MWBE Task Force, New York Financial Planning Association, Exit Planning Institute, NY CPA Association, Chinese CPA Association 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.
You can now save money and time. You will not have the need to hire an in-house bookkeeper. Let us organize your books while you focus on running your business. Bookkeeping performed by a dedicated team of Xero certified advisors.
