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Business Profile

Tax Consultant

Berkheimer Associates

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Tax Consultant.

Complaints

This profile includes complaints for Berkheimer Associates's headquarters and its corporate-owned locations. To view all corporate locations, see

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Berkheimer Associates has 17 locations, listed below.

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    Customer Complaints Summary

    • 94 total complaints in the last 3 years.
    • 29 complaints closed in the last 12 months.

    If you've experienced an issue

    Submit a Complaint

    The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

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    Complaint status

    Complaint type

    • Initial Complaint

      Date:11/22/2023

      Type:Billing Issues
      Status:
      Answered
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      Company claims they sent me forms for a tax from 2022. I first received a notice on 11/12/23. This notice claims I owe a tax of 5.50. I have no problem paying the tax. The company add a $25 processing fee and another 12.50 late fee. I contacted Berkheimer to make them aware that this was the first communication I received regarding this tax. I asked for proof that letters were sent. I was told by Berkheimer that they are not required to use certified mail or tracking. My observation is Berkheimer is intentionally not sending notices and then adding large late fees to collect profits.

      Business Response

      Date: 12/05/2023

      December 5, 2023

      Dear *** *****:

      I have received your letter dated December 1, 2023 concerning the above named party.

      Berkheimer Tax Innovations is a duly appointed local tax collector and the complaint at issue pertains to the collection of local taxes and confidential tax information. The
      taxpayer is afforded certain rights and remedies, including the right to certain administrative appeals, under Pennsylvania’s Local Tax Enabling Act, Local Tax Collection Law and the Local Taxpayers Bill of Rights that he or she may evoke.

      However, with that stated, it is Berkheimer’s position to resolve any disputes or complaints from a taxpayer amicably where possible. In this regard, Berkheimer has
      made additional contact with the taxpayer to address the concerns contained therein.

      Sincerely, 

    • Initial Complaint

      Date:11/21/2023

      Type:Product Issues
      Status:
      Answered
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      Dispute over invoice i received for school taxes, always paid local city county school taxes to local tax collectors! Saying I owe 10.00 on a school tax that wasn’t paid from over a year ago. this is the first letter that i received for this tax, and now they’re adding additional charges for their fees.

      Business Response

      Date: 12/08/2023

      December 8, 2023 

      Dear *** *****:

      I have received your letter dated December 1, 2023 concerning the above named party.

      Berkheimer Tax Innovations is a duly appointed local tax collector and the complaint at issue pertains to the collection of local taxes and confidential tax information. The
      taxpayer is afforded certain rights and remedies, including the right to certain administrative appeals, under Pennsylvania’s Local Tax Enabling Act, Local Tax
      Collection Law and the Local Taxpayers Bill of Rights that he or she may evoke.

      However, with that stated, it is Berkheimer’s position to resolve any disputes or complaints from a taxpayer amicably where possible. In this regard, Berkheimer has
      made additional contact with the taxpayer to address the concerns contained therein.

      Sincerely, 

    • Initial Complaint

      Date:11/18/2023

      Type:Order Issues
      Status:
      Answered
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      received a certified letter today before wage garnishment will happen claiming unpaid school and township taxes not paid in 2020, our taxes are paid every year through our mortgage escrow and the kicker is that year my name wasn’t even on the mortgage as property owner!

      Business Response

      Date: 12/05/2023

      December 5, 2023 

      Dear *** *****:

      I have received your letter dated December 1, 2023 concerning the above named party.

      Berkheimer Tax Innovations is a duly appointed local tax collector and the complaint at issue pertains to the collection of local taxes and confidential tax information. The
      taxpayer is afforded certain rights and remedies, including the right to certain administrative appeals, under Pennsylvania’s Local Tax Enabling Act, Local Tax
      Collection Law and the Local Taxpayers Bill of Rights that he or she may evoke.

      However, with that stated, it is Berkheimer’s position to resolve any disputes or complaints from a taxpayer amicably where possible. In this regard, Berkheimer has
      made additional contact with the taxpayer to address the concerns contained therein.

      Sincerely, 

    • Initial Complaint

      Date:11/16/2023

      Type:Product Issues
      Status:
      Answered
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      I received a notice on the 15th showing I owed $61 by the 19th (a Sunday!) for an $11 local tax that was "not paid". There were $50 in collection fees and 4 days to pay the fee. Berkheimer claims they sent me a bill in August - however I did not receive a bill in August. I have paid my taxes on time all years prior. Berkheimer admitted they only send one invoice and then a final warning with $50 in fees before wage garnishment. Absolutely ridiculous. According to Berkheimer, this is "not a shakedown", and that the issue is between me and the US Postal Service, not Berkheimer, and it was my responsibility to ensure I received their mailing. Berkheimer could offer no proof that they sent (or I received) the tax invoice. Berkheimer also has my email address on file, but says they cannot send out electronic tax due notices, and that it's my responsibility to put it on my calendar to call them every August if I don't receive a bill, and ask they send another one. At first, Berkheimer offered to cut the fee in half, but I became angry and let them have it - finally they agreed to waive all fees. This is absolutely ludicrous, and I'm sure there are poor innocent people who are passive enough to just pay their absolutely ridiculous unjustifiable fees and participate in this scam.

      Business Response

      Date: 12/08/2023

      December 8, 2023

      Dear *** *****:

      I have received your letter dated December 1, 2023 concerning the above named party.

      Berkheimer Tax Innovations is a duly appointed local tax collector and the complaint at issue pertains to the collection of local taxes and confidential tax information. The
      taxpayer is afforded certain rights and remedies, including the right to certain administrative appeals, under Pennsylvania’s Local Tax Enabling Act, Local Tax Collection Law and the Local Taxpayers Bill of Rights that he or she may evoke.

      However, with that stated, it is Berkheimer’s position to resolve any disputes or complaints from a taxpayer amicably where possible. In this regard, Berkheimer has
      made additional contact with the taxpayer to address the concerns contained therein.

      Sincerely,

    • Initial Complaint

      Date:11/10/2023

      Type:Sales and Advertising Issues
      Status:
      Resolved
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      On Sept 29, 2023, I received a notice of wage garnishment for the amount of 91.50. I never received any prior notices prior to this and had to call HR at my work to find out who sent it, which ended up being Berkheimer, for non payment of 2022 per capita taxes. The original amount of the tax was $15.00, so $76.50 was charged in fees. By the time we received the letter, the money had already been pulled from my paycheck, for the full amount of $91.50, instead of 10% per pay period which was indicated on the letter. My husband called Berkheimer on 9/29/23 and paid the full amount owed for both of us, in the amount of $187.58, as they had added the same fees to his bill as well. He also paid the 2023 per capita taxes on 10/11/23. I called ***, which processes the wage garnishments, to inquire about refunding the amount taken from my check. They advised they needed a release letter from Berkheimer and provided an email and fax #. This contact information was emailed to Berkheimer twice. I have yet to receive my refund and as of 10/28/23 *** has advised they have not received the release letter. I attempted to contact *** via the email they provided and it bounced back. I would like the money that was garnished from my check refunded, in the amount of $91.50. I would also like to know why the late fees are close to five times over the original amount owed, and why no prior notices were sent to us indicating the bills had not been paid for 2022 until over a year later. Since we received no late notices, I feel at least a portion of the excessive late fees for both my account and my husband's account should be refunded as well. 2023 payment receipt for my account is attached to show normal cost of the per capita taxes.

      Business Response

      Date: 12/08/2023

      December 8, 2023

      Dear *** *****:

      I have received your letter dated December 1, 2023 concerning the above named party.

      Berkheimer Tax Innovations is a duly appointed local tax collector and the complaint at issue pertains to the collection of local taxes and confidential tax information. The
      taxpayer is afforded certain rights and remedies, including the right to certain administrative appeals, under Pennsylvania’s Local Tax Enabling Act, Local Tax
      Collection Law and the Local Taxpayers Bill of Rights that he or she may evoke.

      However, with that stated, it is Berkheimer’s position to resolve any disputes or complaints from a taxpayer amicably where possible. In this regard, Berkheimer has
      made additional contact with the taxpayer to address the concerns contained therein.

      Sincerely,

      Customer Answer

      Date: 12/12/2023

      Better Business Bureau:

      I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me in that the amount of $91.50 has been refunded to me in the form of direct deposit back to my account. I would still like to know why we were not sent notices prior to the wage garnishment that the bills were past due, or why over $75 in fees were added to a $15 tax bill, for both myself and my husband.  Had we been notified, the bills would have been paid well before the wage garnishment would have been necessary and neither your company or we would have had to gone through all of this extensive work and cost to resolve the matter.

      Regards,

      *************************

    • Initial Complaint

      Date:11/01/2023

      Type:Billing Issues
      Status:
      Answered
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      I have a bill from Berkheimer for 2022 city taxes. I actually owe 15$ I have 75$ in penalty fees which is totally unreasonable and they charge ridiculous fees like $50 WAN fees and late fees, collection notice fees. I did not receive privious notice and find this very unfair especially with such high fees. I would like to have the fees removed from any actual balance that I do owe so that I may pay my actual tax amount.

      Business Response

      Date: 11/14/2023

      November 14, 2023 

      Dear *** *****:

      I have received your letter dated November 10, 2023 concerning the above named party. Berkheimer Tax Innovations is a duly appointed local tax collector and the
      complaint at issue pertains to the collection of local taxes and confidential tax information. The taxpayer is afforded certain rights and remedies, including the right to
      certain administrative appeals, under Pennsylvania’s Local Tax Enabling Act, Local Tax Collection Law and the Local Taxpayers Bill of Rights that he or she may evoke.

      However, with that stated, it is Berkheimer’s position to resolve any disputes or complaints from a taxpayer amicably where possible. In this regard, Berkheimer has
      made additional contact with the taxpayer to address the concerns contained therein.

      Sincerely, 

    • Initial Complaint

      Date:10/28/2023

      Type:Billing Issues
      Status:
      Answered
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      I just received a bill from Berkheimer, just like I do every year, but this time they charged me twice for a WAN feeone for $50.00. Can someone please tell me what a WAN fee is? Earlier this year I received a bill from them for taxes I had already paid and income they said was not reported to the Commonwealth, which it was, if they had bothered to look at my W2s. I am currently retired and am not going to work anymore. Will I continue to receive bills from them, if I am only collecting Social Security?

      Business Response

      Date: 11/10/2023

      November 10, 2023

      Dear *** *****:
      I have received your letter dated November 3, 2023 concerning the above named party.

      Berkheimer Tax Innovations is a duly appointed local tax collector and the complaint at issue pertains to the collection of local taxes and confidential tax information. The taxpayer is afforded certain rights and remedies, including the right to certain administrative appeals, under Pennsylvania’s Local Tax Enabling Act, Local Tax
      Collection Law and the Local Taxpayers Bill of Rights that he or she may evoke.

      However, with that stated, it is Berkheimer’s position to resolve any disputes or complaints from a taxpayer amicably where possible. In this regard, Berkheimer has
      made additional contact with the taxpayer to address the concerns contained therein.

      Sincerely,

    • Initial Complaint

      Date:10/26/2023

      Type:Billing Issues
      Status:
      Answered
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      Berkheimer sent my employer a wage garnishment without sending me any documentation first. They state that they did but I have no other papers for it. State they sent it certified but if it was certified I would have had to sign for it which I didn't. Called to get some help from them, yet they state it is not their problem and hung up on me. I want to pay the initial amount with no fees and no wage garnishment. This is total crap.

      Business Response

      Date: 11/27/2023

      November 27, 2023 

      Dear *** *****:

       I have received your letter dated November 18, 2023 concerning the above named party. Berkheimer Tax Innovations is a duly appointed local tax collector and the
      complaint at issue pertains to the collection of local taxes and confidential tax information. The taxpayer is afforded certain rights and remedies, including the right to
      certain administrative appeals, under Pennsylvania’s Local Tax Enabling Act, Local Tax Collection Law and the Local Taxpayers Bill of Rights that he or she may evoke.
      However, with that stated, it is Berkheimer’s position to resolve any disputes or complaints from a taxpayer amicably where possible. In this regard, Berkheimer has
      made additional contact with the taxpayer to address the concerns contained therein.

      Sincerely, 

    • Initial Complaint

      Date:10/20/2023

      Type:Billing Issues
      Status:
      Answered
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      For the past several years I have filed both Fed and State and local taxes when working. Today I rec'd a collection from Berkheimer for WAN taxes, and Norco per capita in which I filed paperwork due to unemployment. I have no clue what WAN taxes are, never saw this before and do not owe these taxes. Where do these people come from filing invoices for this?

      Business Response

      Date: 11/06/2023

      November 6, 2023 

      Dear *** *****:

      I have received your letter dated October 30, 2023 concerning the above named party.

      Berkheimer Tax Innovations is a duly appointed local tax collector and the complaint at issue pertains to the collection of local taxes and confidential tax information.

      The taxpayer is afforded certain rights and remedies, including the right to certain administrative appeals, under Pennsylvania’s Local Tax Enabling Act, Local Tax
      Collection Law and the Local Taxpayers Bill of Rights that he or she may evoke. 

      However, with that stated, it is Berkheimer’s position to resolve any disputes or complaints from a taxpayer amicably where possible. In this regard, Berkheimer has
      made additional contact with the taxpayer to address the concerns contained therein.

      Sincerely,

    • Initial Complaint

      Date:10/10/2023

      Type:Billing Issues
      Status:
      Answered
      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      Berkheimer owes us a court ordered property tax refund dated March 2021. It has been over eighteen months of contacting them, writing and emails. The amount is over $2000.

      Customer Answer

      Date: 10/24/2023

      Thank you. The organization responded and has made efforts to resolve the complaint. 

      Business Response

      Date: 10/30/2023

      October 30, 2023

      Dear *** *****:

      I have received your letter dated October 23, 2023 concerning the above named party.

      Berkheimer Tax Innovations is a duly appointed local tax collector and the complaint at issue pertains to the collection of local taxes and confidential tax information.

      The taxpayer is afforded certain rights and remedies, including the right to certain administrative appeals, under Pennsylvania’s Local Tax Enabling Act, Local Tax
      Collection Law and the Local Taxpayers Bill of Rights that he or she may evoke.

      However, with that stated, it is Berkheimer’s position to resolve any disputes or complaints from a taxpayer amicably where possible. In this regard, Berkheimer has
      made additional contact with the taxpayer to address the concerns contained therein.

      Sincerely,

    Berkheimer Associates is NOT a BBB Accredited Business.

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