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.
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.
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- New York State Department of Taxation
- New Jersey Division of Taxation
- Connecticut Department of Revenue Services
- California Franchise Tax Board (CA FTB)
- Comptroller of Maryland
- Massachusetts Department of Revenue
- Illinois Department of Revenue
Reviews
Reviewed by
C S
Advised on Tax Penalties, Tax Return Mistake |
Jun 21, 2025
Reviewed by
Anonymous
Advised on Unpaid Taxes |
Oct 30, 2023
Problem Experience
- Unpaid Taxes
- Past Due Tax Return
- Wage Garnishment
- Unfiled Returns - No Balance
- Tax Lien
- Tax Penalties
- Passport Issues
- Tax-Related Identity Theft
- Foreign Informational Penalties
- Tax Refund
- Tax Return Mistake
- Bank Levy
- Tax Audit or Examination
- Notice of Determination
- Trust Fund Recovery Penalty
- Notice of Deficiency
- FBAR & FATCA
- Other Levies
- Cryptocurrency Issue
- Spousal Tax Issue
- Expatriation (Form 8854)
- Tax Preparer Penalties
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Penalties
- Tax Audit or Examination
- Tax Warrant
- Seizure
- Bank Levy
- Sales Tax
- Franchise Tax Issues
- Unpaid Taxes
- Unfiled Tax Returns
- Sales & Use Tax Audit
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Seizure
- Bank Levy
- Unfiled Sales Tax
- Unfiled State Payroll Tax
- 100% Penalty Assessment
- Unpaid Taxes
- Unfiled Tax Returns
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Bank Levy
- Seizure
- Tax Audit or Examination
- Tax-Related Identity Theft
- Sales Tax
- Unpaid Taxes
- Unfiled Tax Returns
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Other Levies
- Bank Levy
- Tax-Related Identity Theft
- Tax Audit or Examination
- Franchise Tax Issues
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- License Issue
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Seizure
- Bank Levy
- Tax Audit or Examination
- Sales Tax
- Unpaid Taxes
- Unfiled Tax Returns
- Suspended Drivers License
- Suspended Professional License
- Treasury Offset
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Seizure
- Bank Levy
- Responsible Party Assessment
- Non-Resident Income Allocation
- Tax Audit or Examination
- Sales Tax or Excise Tax
- Unpaid Taxes
- Unfiled Tax Returns
- Wage Garnishment
- Responsible Person Penalty
- Tax Lien
- Bank Levy
- Tax Penalties
- Treasury Offset
- Tax-Related Identity Theft
- Tax Audit or Examination
- Sales Tax
- Cryptocurrency Issue
Solution Experience
- Individual Tax Preparation
- Business Tax Preparation
- Payment Plans
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Levy Release or Reduction
- Penalty Abatement
- Amend Tax Returns
- Innocent Spouse Relief
- Injured Spouse Relief
- Lien Withdrawal
- CAP Hearing
- CDP Hearing
- Estate Tax Preparation
- FBAR & FACTA
- Lien Discharge
- Audit Reconsideration
- Lien Subordination
- Tax-Related Identity Relief
- Audit Representation
- CSED Analysis
- Streamlined Filing Procedure
- IRS Transcript Analysis
- Individual Tax Preparation
- Payment Plan
- Penalty Abatement
- Offer In Compromise
- Levy Release or Reduction
- Lien Release
- Innocent Spouse Relief
- Business Tax Preparation
- Audit Defense & Support
- Amend Tax Returns
- Hardship - CNC
- Estate Tax Preparation
- Tax Appeals
- Tax Amnesty
- Tax-Related Identity Relief
- Payment Plan
- Penalty Abatement
- Levy Release or Reduction
- Individual Tax Preparation
- Lien Release
- Business Tax Preparation
- Closing Agreement (OIC)
- Amend Tax Returns
- Tax Appeals
- Audit Defense & Support
- Inheritance Tax Preparation
- Estate Tax Preparation
- Payroll Tax Preparation
- Sales and Use Tax Preparation
- Tax Amnesty
- Tax-Related Identity Relief
- Payment Plan
- Penalty Abatement
- Levy Release or Reduction
- Offer In Compromise
- Individual Tax Preparation
- Currently Not Collectible
- Business Tax Preparation
- Amend Tax Returns
- Appeals Support
- Audit Support & Defense
- Innocent Spouse Relief
- Tax-Related Identity Relief
- Estate Tax Preparation
- Tax Amnesty
- Installment Agreement
- Financial Hardship
- Individual Tax Preparation
- Offer In Compromise
- Levy Release or Reduction
- Penalty Abatement
- Tax Appeals
- Business Tax Preparation
- Amend Tax Returns
- Audit Defense and Support
- Tax Amnesty
- Tax-Related Identity Relief
- Innocent Spouse Relief
- Payment Plan
- Penalty Abatement
- Offer In Compromise
- Lien Release
- Levy Release or Reduction
- Hardship Status (CNC)
- Business Tax Preparation
- Innocent Spouse Relief
- Individual Tax Preparation
- Audit Defense & Support
- Amend Tax Returns
- Tax Appeals
- Inheritance Tax Preparation
- Tax Amnesty
- Payment Plan
- Penalty Abatement
- Levy Release or Reduction
- Individual Tax Preparation
- Offer In Compromise
- Lien Release
- Business Tax Preparation
- Audit Defense & Support
- Amend Tax Returns
- Tax Appeals
- Reinstate Professional License
- Reinstate Drivers License
- Innocent Spouse Relief
- Tax Amnesty
- Installment Payment Plan
- Levy Release or Reduction
- Individual Tax Preparation
- Penalty Abatement
- Lien Release
- Offer In Compromise
- Business Tax Preparation
- Audit Defense & Support
- Amend Tax Returns
- Innocent Spouse Relief
- Tax Appeals
Tax Types Serviced
Income Tax
Employment/Payroll Tax
State Sales & Use Tax
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
C-Corporations
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
1/1/2003
Active
Designation & Other Licences
License Type
Certified Tax Resolution Specialist (CTRS)
Sep 2023
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| Area Representative | ATAX Franchise | Bellmore, New York | Jan 2023 - Present |
| Principal | Financial Wellness Tower | White Plns, New York | Jan 2017 - Present |
| Principal | BizValuAdvisor | Valhalla, New York | Jan 2014 - Present |
| Principal | Pension Maxima Investment Advisory | White Plns, New York | Jan 2007 - Present |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| Smith College | Bachelor's Degree | 1983 |
| The University of Chicago Booth School of Business | MBA | 1987 |
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| Value Builder | Value Builder Advisor | 2023 - Present |
| Kennesaw State University | Certified Mergers & Acquisitions Professional | 2022 - Present |
| Exit Planning Institute | CEPA | 2015 - Present |
| NACVA | Certified Valuation Analyst | 2014 - Present |
| CFP Board | CFP | 2013 - Present |
| National Association of Enrolled Agent | Enrolled Agent | 2002 - Present |
| CFA Institute | CFA | 2001 - Present |
Contact Information
Address
2596 Merrick Rd.
Bellmore, New York 11710
Bellmore, New York 11710
In Office Visits
No
Website
Pricing & Payments
Free Quote
Virtual Consultation
Small fee Investigation
Hourly Billing
Small Upfront Fees
Small Upfront Retainer
Flat Fee Pricing
Contact Me for Details
Amex
Visa
Mastercard
Paypal
Venmo
Money Order
Check
Cash
Zelle
Publications
| Publication Type | Publication Name | Title | Link |
|---|---|---|---|
| Speaking Engagement | Market Outlook 2023 & Secured Act 2.0 | View Publication | |
| Other | Understanding Your 5500 | View Publication | |
| Book | Financial Wellness Tower | View Publication | |
| Book | Bonnie's Bulls | View Publication | |
| Book | Financial Wellness FAQ | View Publication | |
| Book | Principles of Financial Wellness | View Publication |
Videos & Photos
Photo
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