Privacy Policy

We are committed to the privacy protection of consumers both online and offline.

Effective Date: 1/8/2026

Our Commitment to Privacy Protection

We are committed to safeguarding the privacy of consumers both online and offline. Berkheimer is a privacy-conscious organization that strongly values your right to privacy. Through the daily provision of tax administration services throughout Pennsylvania, Berkheimer has become a leader in handling sensitive and personal information. This Privacy Policy explains how Berkheimer manages and protects the information entrusted to us and follows the guidelines set by the Online Privacy Alliance and to our knowledge is in accordance with local privacy laws.  By submitting identifying data, a visitor to our Web site is agreeing to Berkheimer’s use of such data as described in this privacy policy.

Information Provided to Berkheimer

Berkheimer receives several types of information as part of our business activities. This includes business contact details pertaining to consumers and clients, such as names, addresses, and telephone numbers. Additionally, we handle personal identifiable information (PII), which can uniquely identify an individual and includes, name, address, email address, place of employment and social security number. We also collect standard analytics data, which consists of information about page visits, traffic sources, device or browser types, and general engagement patterns of visitors to our site.

How Information Is Provided to Berkheimer

Information is provided to Berkheimer through various channels. Online data collection involves gathering standard analytics data, such as details about page visits, traffic sources, device or browser types, and general engagement patterns of site visitors. Additionally, website visitors may voluntarily provide PII when requesting additional information about Berkheimer’s products and services. Clients also submit information necessary for tax administration purposes. Individuals or those representing taxpayers or employers can provide information by using Berkheimer’s websites, applications, or by submitting paper tax forms directly. Furthermore, Berkheimer may obtain information from third parties to assist in the delivery of administration services.

How Berkheimer Handles Information

Berkheimer upholds high standards of integrity in all business services and continually reviews and enhances its software, networks, policies, and procedures to ensure compliance with applicable legal and regulatory requirements. To reasonably protect the confidentiality, integrity, and availability of consumers’ personally identifiable information (PII) that is created, received, maintained, or transmitted on behalf of Berkheimer or its clients, the company has implemented administrative, physical, and technical safeguards. During the provision of tax administration services, clients or taxpayers provide records containing personal consumer information to Berkheimer, which is used and maintained exclusively for administrative and processing purposes in accordance with Pennsylvania local tax laws. Berkheimer is committed to using information solely for the purposes for which it was provided, prohibits the sale or unauthorized distribution of personally identifiable information to third parties, and processes information in accordance with security policies that are reviewed and updated annually.

Children under 16

Berkheimer will not intentionally collect any personal information, such as a child’s name or email address, from or about children under the age of 16.

However, Berkheimer will collect personal information if a child under 16 has earned income within Pennsylvania that requires filing and payment of applicable taxes and in accordance with Pennsylvania State Law. 

Privacy Practices for Website Visitors

We use small text files called cookies to enhance the overall site experience; however, these cookies are not employed to track individual visitors to our site. Since the use of cookies has become a standard practice across most websites, users who are uncomfortable with this can typically opt out through their browser settings.  Website or portal visitors may choose to provide PII in order to receive more information about our products and services. When such identifiable information is provided, Berkheimer uses it only for the stated purpose and may contact you via email, mail, or telephone. If your inquiry requires a response from Berkheimer, we will reply to you via email.

For California Residents, please see the California Residents Notice of Collections below.

Contacting Berkheimer

If you have any questions or comments about this Privacy Notice please use the “Contact Us”.

Contact Us

 

California Residents Notice of Collections

This PRIVACY NOTICE FOR CALIFORNIA RESIDENTS supplements the information contained in the PRIVACY NOTICE of Berkheimer (collectively, “we,” “us,” or “our”) and applies solely to visitors, users, and others who meet the definition of a “resident” of the State of California (“consumers” or “you”) as provided in Section 17014 of Title 18 of the California Code of Regulations. We adopt this notice to comply with the California Consumer Privacy Act of 2018 (“CCPA”) and other California privacy laws. 

Information We Collect

Berkheimer collects information that identifies, relates to, describes, references, is capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or household (“personal information”). We collected the following categories of personal information within the last twelve (12) months: 

A. Real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, Social Security number, driver’s license number, passport number, or other similar identifiers.

B. Personal information categories listed in the California Customer Records statute. Signature, social security number, physical characteristics or description, address, telephone number, passport number, driver’s license or state identification card number, insurance policy number, education, employment, employment history, bank account number, credit card number, debit card number, or any other financial information, medical information, or health insurance information.

C. Internet or other similar network activity. Browsing history, search history, information regarding a consumer’s interaction with a website, application, or advertisement. *General activity only. The data captured cannot identify a consumer directly. 

D. Professional or employment-related information. Current or past job history or performance evaluations.

Personal information does not include:

  • Publicly available information from federal, state or local government records.
  • De-identified or aggregated consumer information.
  • Information excluded from the CCPA’s scope, such as:
    • health or medical information covered by the Health Insurance Portability and Accountability Act of 1996 (“HIPAA”) and the California Confidentiality of Medical Information Act (“CMIA”) or clinical trial data;
    • personal information covered by certain sector-specific privacy laws, including the Fair Credit Reporting Act (“FRCA”), the Gramm-Leach-Bliley Act (“GLBA”) or California Financial Information Privacy Act (“FIPA”), and the Driver’s Privacy Protection Act of 1994.

Sources of Personal Data

  • Directly and indirectly from our clients and consumers as part of normal business activity.
  • Directly and indirectly from activity on our website. For example, from submissions through our website portal or website usage details collected automatically.
  • Directly or indirectly from employees or candidates for employment. For example, from job applicants.
  • From other tax collectors or government entities that interact with us in relation to normal business operations.

Why We Collect and How We Use of Personal Information

  • To fulfill or meet the reason for which the information is provided.
  • To carry out our obligations and enforce our rights arising from any contracts
  • To improve our website and present its contents to you.
  • To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations.
  • As described to you when you provided your personal information or as otherwise set forth in the CCPA.

We will not collect additional categories of personal information or use the personal information provided to us for materially different, unrelated, or incompatible purposes without providing you notice.

Sharing Personal Information

Berkheimer strictly prohibits the sale, sharing, or unauthorized disclosure of personally identifiable information to third parties. In accordance with Pennsylvania state law, Berkheimer is not permitted to reveal confidential information, allow its examination by any unauthorized individual, or disseminate such data through print or publication, except for official business purposes or as otherwise authorized by law.

In the preceding 12 months, we have not sold any personal information.

We may disclose your personal information for a business purpose to the following categories of third parties:

  • Our clients, their agents or third parties as directed by our clients in the normal course of providing business services.
  • Our affiliates.
  • Service providers.

 When we disclose personal information for a business purpose, we enter an agreement that describes the purpose, and requires the third party to keep that personal information confidential and to not use it for any purpose except to perform the business purpose.

Your Right to Know

You have the right to request that we disclose certain information to you about our collection and use of your personal information over the past 12 months.

Deletion Request Rights

You have the right to request that we delete any of your personal information that we collected from you and retained, subject to certain exceptions.

We may deny your deletion request if retaining the information is necessary for us, or clients or our service providers to:

  1. Complete the transaction for which we collected the personal information.
  2. Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity, or prosecute those responsible for such activities.
  3. Debug products to identify and repair errors that impair existing intended functionality.
  4. Enable solely internal uses that are reasonably aligned with consumer expectations based on your relationship with us.
  5. Comply with the Pennsylvania Municipal Records Act, which requires Berkheimer to maintain records following the schedules and regulations established by the Local Government Records Committee, as specified in 53 Pa.C.S.A. §§1381 and 1384.
  6. Make other internal and lawful uses of that information that are compatible with the context in which you provided it.
  7. Conform to technical recommendations or requirements to ensure data security and validity.

Only you or a person registered with the California Secretary of State that you authorize to act on your behalf, may make a verifiable consumer request related to your personal information. You may also make a verifiable consumer request on behalf of your minor child.

You may only make a verifiable consumer request for access or data portability twice within a 12-month period. The verifiable consumer request must:

  • Describe your request with sufficient detail that allows us to properly understand, evaluate, and respond to it.

Neither we nor our client(s) can respond to your request or provide you with personal information unless the following can be confirmed: your identity or authority to make the request and that the personal information relates to you.  We will only use personal information provided in a verifiable consumer request to verify the requestor’s identity or authority to make the request.

Response Timing and Format

If you submit a request to Berkheimer, we will respond to a verifiable consumer request within 45 days of its receipt.  If we require more time (up to 90 days), we will inform you of the reason and extension period in writing.  If you have an account with us, we will deliver our written response to that account.  If you do not have an account with us, we will deliver our written response by mail or electronically, at your option.  Any disclosures we provide will only cover the 12-month period preceding receipt of the verifiable consumer request.  The response we provide will also explain the reasons we cannot comply with a request, if applicable. 

We do not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or manifestly unfounded.  If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate before completing your request.

Non-Discrimination

We will not discriminate against you for exercising any of your CCPA rights.

Changes to Our Privacy Notice

We reserve the right to amend this notice at our discretion and at any time. When we make changes to this notice, we will notify you through a notice on our website.

Contact Information

If you have any questions or comments about this notice, our PRIVACY Notice, the ways in which we collect and use your personal information, your choices and rights regarding such use, or wish to exercise your rights under California law, please Contact Us.