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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 and 35 years of investment and banking expertise.  She has her bachelor’s degree in Urban Studies from Georgia State University and her MBA from American Intercontinental University. She is an Investment Specialist and assists clients with retirement reviews.  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 takes personal interest in our clients offering much more than financial expertise.

​Lisa is a proud mother of a daughter and a son-in-law. She is enjoying her new role as a grandmother of 2 baby boys.  Since Lisa is so personable, you will hear her pride when she talks about Julien and Milo.

Jayden Bradshaw

OFFICE MANAGER

Jadyn Bradshaw came to the states from Bern, Switzerland at the age of 13, he lived in New York City until attending Morgan State University to obtain a degree in Communications with a Minor in Early Childhood Education. Jadyn was an educator for 18 years before joining the Ultimate Tax Experience team.  Jadyn also held part time jobs in real estate, commercial real estate finance, property management, and adolescent mental health.  In his spare time Jadyn serves as a mental health counselor to people of color.

Jadyn is all about positive energy and that energy with the staff and clients at the Ultimate Tax Experience.  He comes with vast experience in customer service, payroll management, budget management, staff management, event planning, and space design. 

Jadyn comes from a large loving family and enjoys spending time with them or catching a good movie.

Portia Cutter

ONBOARDER, BOOKKEEPER

Portia Cutter is a Savannah native and is currently pursuing her Bachelor’s Degree in Sociology at Savannah State University. She is our Onboarding Consultant and part time Bookkeeper. If you’re having your taxes prepared remotely, she is the first voice you hear once you submit your questionnaire. She is dedicated to communicating effectively with the clients and making sure all of the information needed is gathered and organized properly.