Erica Heyward began preparing tax returns for friends and family at her dining room table in 2006. Today, she is a highly sought-after tax and small business expert and the owner of the Ultimate Tax Experience, a premier boutique accounting firm that services individuals and businesses located in Midtown, Atlanta, Georgia.
She is a Savannah, Georgia native and graduated from Savannah State University in 2006 with a Bachelor’s degree in Accounting. In 2011, she graduated from Keller School of Management with a Masters in Financial Management. She began her career in Corporate America in 2006, moved on to higher education in 2009 and completed tax returns on the side. In 2015, her growing clientele enabled her to leave her full-time job and pursue tax full time.
What sets her apart from the rest is that she truly cares about her clients, soothes their tax jitters, and gives one on one assistance to everyone from the W-2 employee to large corporations grossing $1M per year. She simplifies the complicatedness that is the world of tax with ease. She is dedicated to helping each client with their individual tax and business needs and consistently goes the extra mile in order to do so.
Lisa B. Brock, EA, MBA is a native Atlantan with over 10 years of tax experience. She also has 30 years of banking and investment expertise. She has her Bachelor’s degree in Urban Studies from Georgia State University and her MBA from American Intercontinental University. Lisa enjoys assisting clients with achieving financial goals which includes tax planning for the future. She receives satisfaction in taking the fear out of tax preparation and relieving stress for her clients.
Lisa is a proud mother of a daughter and a son-in-law. This year, she is enjoying her new role as a grandmother of a baby boy.
Savannah Clarke earned her Bachelor’s degree in Communications from Adelphi University in 2015. After taking a year off, she studied at New York Institute of Technology and earned her Masters of Science degree in Human Resources Management and Labor Relations in 2018. After moving to Atlanta from New York, she continued her education and earned her certificate in Human Resources. When you call the office, she is the person you will speak to – she is the first person of contact.
Portia Cutter is a Savannah native and is currently pursuing her Bachelor’s Degree in Sociology at Savannah State University. She decided to venture off to Atlanta and try something new to pursue her very important role as an Onboarding Specialist. She is dedicated to communicating effectively with the clients and making sure all of the information needed is gathered and organized properly.
Lakita Phoeson has been practicing accounting and tax for the last 20 years. She has her Bachelor’s degree in Accounting from Wilberforce University and her Master’s degree in Accountancy with emphasis in Tax from Cleveland State University. She is a former IRS Revenue agent and is also a professor. She has been teaching accounting, tax and business courses to college students for the last four years. She is forward thinking, compassionate, God-fearing and loves what she does.