I worked with Berman for several years, having them handle both my personal and business tax returns. Unfortunately, my experience was far from positive. They billed me for items that were never discussed or agreed upon in advance for my personal returns, and they grossly overcharged my former company for work they subcontracted out.
When I raised concerns about the charges--only a few hundred dollars for a single call to the IRS (which I would've done myself had I known), despite my business and personal accounts contributing tens of thousands in fees--I was met with resistance. After speaking with Carla (who is absolutely horrible), I received a letter saying I would no longer be represented by Berman and would be removed from their platform entirely. Then they sent this unapproved payment to a debt collector. AVOID BERMAN AT ALL COSTS, THEY ARE ABSOLUTE SCAMMERS.
I found this approach unprofessional and frustrating. It's concerning when a firm tries to charge for services that were never outlined in an engagement letter, and the whole situation left a bad impression. Additionally, Carla was rude and dismissive throughout the process, making the experience even worse. read more