We take security seriously.


Berkheimer Tax Innovations Phone, Website and Email Authenticity

If you suspect the legitimacy of a Communication or you suspect you have received a fraudulent contact from an individual and/or organization attempting to represent Berkheimer Tax Innovations please review the following.

Facts that can help you determine if the communication is legitimate.

  • We do not call or email taxpayers unless we have their permission to contact them in this manner or are responding to a request for information
  • If we do contact a taxpayer, we will identify ourselves by name and not “agent” or “department”
  • We would never use any threatening tactics or present an exaggerated sense of urgency
  • We use account numbers, not social security numbers or bank account numbers, to verify information
  • Most of our communication is done through mail with ample time to resolve any issues, and includes our direct contact information
  • All official Berkheimer Tax Innovations website addresses will be from the following domains: hab-inc.com or berk-e.com
  • All emails sent will be from wecare@palocaltax.com or will end with @hab-inc.com (i.e. csberk@hab-inc.com, website@hab-inc.com, cls@hab-inc.com, etc…)
  • All emails initiated by Berkheimer will never request specific personal information.
  • Berkheimer does not send emails requesting passwords, bank account numbers, credit card numbers and/or any financially sensitive account information.
If you believe you are the recipient of a fraudulent communication claiming to be Berkheimer Tax Innovations and/or directing you to an unauthorized Berkheimer website.
  • Do not reply to the communication
  • Do not open attachments
  • Do not click on any links
  • Report the incident to Berkheimer Tax Innovations

Reporting a fraudulent incident.

  • Contact our Customer Care Department at 1-610-599-3139, or
  • Forward the email or Web site URL to Berkheimer at website@hab-inc.com
  • If known, forward the internet header information. The internet header will contain information that will help locate the sender. For more details on Internet Headers click here
  • After providing the information delete the email.

For Consumer Alert information from the IRS, please click here.

Additional Resources

Online Privacy & Security provides protection tips from the federal government.