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ABOUT THE ULTIMATE TAX EXPERIENCE

Taxes With a Twist

The Ultimate Tax Experience, LLC is a full service tax and accounting firm located in Atlanta, GA. We are dedicated to helping each client with their individual tax needs and consistently go the extra mile in order to do so. We are current on all aspects of tax law and updates. We are members of the National Association of Tax Preparers, hold QuickBooks ProAdvisor Certification and can be found on the IRS tax preparer directory.

Most people dread all things tax and deathly fear the IRS. Fear no more! We are here to make life easier for you by accommodating all of your tax and accounting needs. We are not the typical tax office that shuts its doors on April 15. We are always accessible and are there with our clients every step of the way – from tax planning to tax preparation. The Ultimate Tax Experience, LLC was established in 2007 and is an authorized e-file provider. We began only completing personal tax returns, but over the years we have expanded to offer a full range of accounting services for individuals and small businesses.

TAX SEASONS

SINCE 2007

14+

WHY US

1000+

INDIVIDUAL TAX RETURNS 

FILED YEARLY

30

MONTHLY

BUSINESS CLIENTS

Erica Heyward, EA

OWNER, FOUNDER, TAX AND ACCOUNTING EXPERT

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.

OUR TEAM 

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Lisa B. Brock, EA, MBA

LICENSED TAX PROFESSIONAL

Lisa 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.

Brandon O'Neal

BOOKKEEPER

Brandon O’Neal was born in Kansas City, MO and raised here in the metropolitan Atlanta area. He brings five years’ experience in accounting and finance. He also brings ample experience in compliance in addition to financial, tax and payroll analyst abilities. This experience Brandon brings comes from his interest in financial services that was developed at an early age through entrepreneurship and many other avenues/channels of business.

Brandon received his bachelor’s degrees from Tuskegee University. While at Tuskegee, Brandon majored in Finance & Hospitality Management. Also, while enrolled at Tuskegee, he participated in and is the second member of the National Association of Black Accountants. In his spare time Brandon enjoys sports, music, cars, reading and researching new investment avenues.

QUICK LINKS

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