About Bonnie Yam
Bonnie Yam is an Enrolled Agent and an Area Representative of Atax, a Tax Franchise. She has 10 New York locations and a physical store in Bellmore, NY. She is looking to establish additional presence in Westchester, NY in 2024.
Besides taxes, she is well versed in Business Owner's Financial Issues. She has multiple designations including CFA, CFP, CLU, CLSP, CVA, CEPA, CM&A.
She is an adjunct professor at SUNY, WCC and has designed online classes and written books on personal Financial Wellness.
She has won the Marquis Who's Who Top Business Owners & Entrepreneurs Award and Wealth & Finance, Most Supportive Retirement Structure Platform - New York.
She is always interested in helping and assisting people in need. That gives her the biggest satisfaction.