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BBB Accredited Business since 10/01/1979

Sullivan, Morris, Sullivan & Hart, P.S.C.

Phone: (859) 252-8436Fax: (859) 252-7674227 East High Street, LexingtonKY 40507 Send email to Sullivan, Morris, Sullivan & Hart, P.S.C.

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BBB Accreditation

A BBB Accredited Business since 10/01/1979

BBB has determined that Sullivan, Morris, Sullivan & Hart, P.S.C. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 16 factors. Get the details about the factors considered.

Factors that raised Sullivan, Morris, Sullivan & Hart, P.S.C.'s rating include:

  • Length of time business has been operating.
  • Complaint volume filed with BBB for business of this size.
  • Response to 1 complaint(s) filed against business.
  • Resolution of complaint(s) filed against business.
  • BBB has sufficient background information on this business.

Customer Complaints SummaryRead complaint details

1 complaint closed with BBB in last 3 years | 1 closed in last 12 months
Complaint TypeTotal Closed Complaints
Problems with Product / Service1
Advertising / Sales Issues0
Billing / Collection Issues0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 1

Complaint Breakdown by Resolution

Complaint Resolution Log (1)BBB Closure Definitions
12/02/2013Problems with Product / Service | Read Complaint Details
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Additional Notes

Complaint: Sullivan and Morris, my tax accountants, will not send me my electronic tax returns that were bought and paid for.
In the past, and for many years, Sullivan and Morris filed my personal, my LLC and my father's (50/50 partner in the LLC) tax returns.

I have been in Asia for many years and want to clear up any potential tax filings I may need to do. I have asked for a quote from Sullivan and Morris, but to no avail.

My father stopped by their office and they said they would reply - but they have not.

I finally just asked that they send me my digital returns already filed and send to my father all his digital tax returns so I can give them to another accountant to work from. No Reply.

This process has been carried out over 6-8 months with no reply to me but a verbal assurance that they would to my father.

Initial Business Response
I sincerely regret that our former client has filed a complaint against our firm with your organization.
The most recent individual income tax return our firm prepared for Mr. ****** was for the year 2001. The most recent individual return we prepared for his father was for the year ended 2007. The most recent partnership return we prepared for the business owned by Mr. ****** and his father was for the year ended 2007. At the time each of these returns were completed by our firm we returned supporting records and documents and provided a copy of the return to Mr. ****** and his father. This client copy of each return is required to be provided by law, a law with which we diligently comply.
There is no legal or ethical requirement for us to provide a former client with an electronic copy of any income tax return we have prepared.
It is unfortunate for Mr. ****** that he does not have his client copy of previously prepared returns, however, we are not responsible for his lack of record keeping and file retention.
Please do not hesitate to contact me if you have any further questions about this matter.

Complaint Resolution: BBB determined that while the company addressed the complaint issues, the complainant was dissatisfied and the matter was outside BBB Rules of Arbitration.

Industry Comparison| Chart

Accountants - Certified Public, Taxes - Consultants & Representatives, Tax Return Preparation, Business Consultants, Accountants

Additional Information

top
BBB file opened: 03/08/2005Business started: 01/01/1973
Licensing

This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

KY Board of Accountancy
332 West Broadway #310
Louisville, KY40202
(502) 595-3037

BBB records show a license number of 173 for this company, issued by KY Board of Accountancy.

Type: unknown

Business Management
Principal: Ms. Ann Sullivan (Vice President)
Contact Information
Mr. Lewis R. Hart III (Secretary)Mr. John R. Morris (Treasurer)
Business Category

Accountants - Certified Public, Taxes - Consultants & Representatives, Tax Return Preparation, Business Consultants, Accountants

Products & Services

This company offers auditing, accounting, tax preparation and business advisory services.

Alternate Business Names
Sullivan Morris Sullivan & Hart, P.S.C.
Industry Tips
Avoid Abusive Home-Based Business Tax Schemes
BBB: What We Can Do For Your Business!
Businesses Urged to Avoid Employment Tax Schemes
Dont Fall Victim to Tax Reduction Schemes!
Finding a Reputable Tax Preparer
Hiring Business Consultants for Your Business
Looking for Sound Financial Advice for Your Business?
Steps to Starting Your Own Business

Map & Directions

Map & Directions

Address for Sullivan, Morris, Sullivan & Hart, P.S.C.

227 East High Street

Lexington, KY 40507

To | From

LocationsX

1 Locations

  • 227 East High Street 

    Lexington, KY 40507

Industry Comparison ChartX

The information in the table below represents an industry comparison of businesses which are of the same relative size. This is based on BBB's database of businesses located in Lexington. Businesses may engage in more than one type of business. The percent of time the business engages in a type of business is not accounted for. There is no known industry standard for the number of complaints a business can expect. The volume of business and number of transactions may have a bearing on the number of complaints received by BBB.

*Sullivan, Morris, Sullivan & Hart, P.S.C. is in this range.

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Types of Complaints Handled by BBB

BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:

  • Advertising or Sales
  • Billing or Collection
  • Problems with Products or Services
  • Delivery
  • Guarantee or Warranty

We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.

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BBB Complaint Process

Your complaint will be forwarded to the company within two business days. The company will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the company's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.

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BBB reports on known significant government actions involving business' marketplace conduct.

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