Our Services
LET'S GET YOU TO THE RIGHT PLACE.
We have a wealth of services to assist you either way.
Onboarding
An onboarding call is for new (and existing) clients who are ready to have their taxes prepared by us, but have questions about their particular situation or the tax filing process in general.
During this call, we will gather some basic information from you, explain the process and answer any questions you have. Once the call ends, we send you the link to get started.
INDIVIDUAL
Individual Tax Services
We offer a full range of tax planning and preparation strategies that keep you on track to your financial goals. Our individual tax services include but are not limited to:
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Free quotes & consultations
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Individual Tax Preparation
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Non-Resident Returns
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Retirement Planning
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Education Planning
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Strategic Tax Planning
BUSINESS
Business Tax Services
Count on our smart and innovative and proactive ideas to help you minimize your tax liability. Our business services include but are not limited to:
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Business Tax Preparation
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Payroll Services
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Printing of W-2s and 1099s
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Sales/Use Tax Returns
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Estimated Tax Payments
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Bookkeeping & Financial Planning
INDIVIDUAL
Paycheck Checkup
It’s important to revisit your tax withholding, especially if major changes from the Tax Cuts and Jobs Act affected the size of your refund this year. Even if you did a Paycheck Checkup last year, you should do it again to account for differences from TCJA or life changes.
A Paycheck Checkup can help you see if you’re withholding the right amount of tax from your paycheck. Too little could mean an unexpected tax bill or penalty.
INDIVIDUAL
Retirement Review
Many of our clients have requested a review of their retirement plans. This service includes a review of retirement goals and investments to help create focus and planning. This includes recommendations only, no trading.
The cost for this service will range from $75-$250, depending on the amount of review involved. The $75 charge paid in advance is a deposit. Any additional fees due will be communicated before any work is done. This is seperate from tax preparation.
BUSINESS SERVICES
S-Corporation Package
Its's important to set up your corporation properly. All S-corporpation owners must be approved to be taxed as an S-Corpioration, and pay shareholders a reasonable salary.
Let us do the heavy work - this package includes requesting S-Corporatoin tax status, a reasonable scompensatin analysis and payroll setup.
BUSINESS SERVICES
QuickBooks Online Training
Are you a newbie to QuickBooks? Are your books a mess? Or would you like reassurance that all is well with your books?
As a certified QuickBooks ProAdvisor, we conduct a review process where we most likely will find issues within your QuickBooks file.
For a flat fee, based on the problems we’ve identified, we clean it up.
BUSINESS SERVICES
Tax Planning & Strategy Session
Paying taxes can be a hard pill to swallow for many business owners, especially if the tax bill is high. If your business has had a great year, you have increased your profits, and whether you’ve noticed it or not, you’ve simultaneously increased your tax bill.
So what can you do to offset your tax liability? The answer is tax planning!
Shonda Mattocks
OPERATIONS MANAGER
Shonda Mattocks serves as Operations Manager at The Ultimate Tax Experience, LLC, bringing extensive experience in business operations, financial administration, client service, team management, and process development. With a strong background managing day-to-day operations, bookkeeping, payroll, accounts receivable, budgeting, employee relations, and administrative functions, Shonda ensures the firm operates efficiently while maintaining a high standard of client service.
In her role, Shonda provides strategic operational leadership across the firm, overseeing workflows, team performance, processes, and internal systems while driving accountability, efficiency, and continuous improvement. She works directly with firm ownership to translate organizational goals into effective operational strategies, strengthen infrastructure, and position the firm for sustainable growth.
Shonda also brings more than 30 years of extensive legal experience to the firm. Her legal background provides a valuable foundation for strengthening the firm’s business operations, compliance practices, risk management, documentation, and strategic decision-making. This depth of experience enhances the firm’s ability to approach business and client matters with a heightened level of professionalism, structure, and attention to detail.
With a hands-on leadership style, strong analytical perspective, and commitment to excellence, Shonda provides the structure and strategic direction necessary to keep the firm operating at its highest level while ensuring every client receives a professional, organized, and seamless experience throughout their journey with The Ultimate Tax Experience, LLC.
Beyond her professional role, Shonda is deeply committed to service, culture, and creative expression. A New Jersey and New York native, she has a strong passion for humanitarian service and community impact. She has developed initiatives focused on supporting individuals experiencing homelessness by providing essential resources, assistance, and meaningful support.
Shonda is also passionate about cultural awareness and education and has established an organization dedicated to advancing cultural understanding, appreciation, and connection within the community. Her creative interests extend into the arts and fashion, including ownership of her own designer brand. Outside of her professional and community endeavors, she enjoys hiking, outdoor activities, and experiences that inspire creativity, cultural awareness, and personal growth.
Stacy Livingston
ENROLLED AGENT / TAX RESOLUTION
SPECIALIST / LICENSED NOTARY
Born and raised in Chicago, Stacy Livingston is an Enrolled Agent (EA), licensed notary, and experienced tax resolution professional with 18 years of experience serving as an IRS Revenue Agent. She earned both her bachelor’s and master’s degrees in Accounting from Governors State University in Illinois. Today, Stacy uses that firsthand, frontline IRS experience to protect and advocate for taxpayers from the very agency she once represented. Her unique perspective allows her to understand IRS procedures, protocols, tactics, and boundaries while helping clients navigate complex federal and state tax matters.
As a tax resolution specialist, Stacy takes an active role in resolving IRS notices, negotiating tax relief options, addressing outstanding liabilities, and guiding clients through the resolution process. She brings knowledge, strategy, and direct experience to every case, helping reduce the uncertainty and anxiety that often accompany tax problems.
When you work with Stacy, you gain an experienced advocate who understands both sides of the process and is committed to creating a clear path forward helping clients move beyond tax challenges and toward financial peace of mind.
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Portia Cutter
TAX OPERATIONS & CLIENT SERVICES
SPECIALIST
A Savannah native, Portia Cutter holds a Bachelor’s degree in Sociology from Savannah State University and is currently pursuing her master’s degree in Applied Behavior Analysis.
As our Tax Operations & Client Services Specialist, Portia plays an essential role in creating a smooth and welcoming experience from a client’s first interaction with the firm. Following a client’s initial contact with the firm, she guides them through the onboarding process, serves as a primary point of contact, and provides clear, timely communication to ensure they feel informed and supported every step of the way
Portia coordinates the collection and organization of essential client information, addresses preliminary needs, manages required documentation, and ensures clients are fully prepared for their upcoming tax appointments. She also supports new business setup, payroll services, penalty abatements, and monthly bookkeeping services, including Paycheck Check-ups.
Aleshia Richardson
JUNIOR TAX PREPARER
Aleshia Richardson is a knowledgeable tax professional with five years of experience in the tax and financial services industry. Born and raised in Washington, D.C., Aleshia has proudly called Georgia home for the past 18 years. Since joining The Ultimate Tax Experience, LLC in January 2026, she has become a valued team member, assisting individuals and business owners with their tax and financial needs.
Her areas of expertise include individual and business tax preparation, bookkeeping, tax document review, and assisting clients with establishing traditional and Roth IRA accounts. Aleshia is passionate about educating her clients, maximizing their eligible tax benefits, and helping them make informed financial decisions with clarity and confidence.
Minyaga Wesley
BOOKKEEPING SPECIALIST
Minyaga earned her Bachelor of Business Administration with a major in Accounting from
Georgia State University. She began her career in tax and joined The Ultimate Tax Experience,
LLC in December 2024 as an intern. Since then, she has grown within the firm and transitioned
into a bookkeeping role, where she continues to expand her accounting knowledge and
professional experience.
Miracle Smith
RECEPTIONIST & AMINISTRATIVE
ASSISTANT
Miracle Smith serves as the Receptionist ^ Administrative Assistant at The Ultimate Tax Experience, where she creates a welcoming, organized, and professional experience for clients and team members. As a key part of the firm’s intake and onboarding process, she serves as an initial point of contact for prospective clients, gathers preliminary information, assists with questionnaires and required documentation, and guides clients through the steps needed to move forward with their tax services.
Miracle also supports daily administrative operations, client communication, scheduling, mail management, and quarterly bookkeeping review scheduling for business clients. In addition, she supports the firm’s social media presence by helping develop creative content and promote the firm’s services. With her warm personality, attention to detail, and commitment to exceptional client service, Miracle helps ensure clients feel welcomed, informed, and supported throughout their experience with The Ultimate Tax Experience, LLC.