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OC Tax Service serves customers on Racetrack Rd.

By Kara Hallissey | Feb 23, 2017

Photo by: Kara HallisseyMike Ward and Mary Ann Jordan help clients with all tax service needs on Racetrack Road in Berlin with their OC Tax Service business.

(Feb. 24, 2017) OC Tax Service kicks off its first season on Racetrack Road after Mary Ann Jordan and her two sons Mike and John Ward have served the community since 2003.

“Most of our business is developed from word of mouth. Our clients are loyal,” Mary Ann Jordan said. “They keep coming back and refer people to us. We have great clients.”

All kinds of tax services are available for individuals, families, students, corporations and small businesses. There are two notaries on site in addition to payroll services and tax consultations offered.

“We care and pride ourselves in trustworthiness,” Jordan said. “Clients trust us and that is why we are so highly recommended. We try to always create a trustworthy environment.”

OC Tax Service has a state-of-the-art system for secure backup, which encourages clients to go paperless by offering PDF files and a free jump drive of their taxes. Hard copies are also available. Fast and no interest loans can be attained based on refunds.

“We are sensitive to the security of information we hold here,” Jordan said. “We are developing a system to help other companies backup their files securely.” The system is slated to be up and running by the spring.

Bookkeeping services include preparing income statements, balance sheets and financial reports for customers in addition to settling bank accounts and accounting books. There is no financial planning.

“We personalize to what a company’s needs are and explain what happens when money is taxed,” Jordan said. “Combined, we [Mary Ann and her two sons] have more than 25 years’ experience in preparing personal and business tax returns, primarily in Maryland and Delaware. We also have the capability for preparing taxes in all states.”

The tax business was located on Golf Course Road for 13 years before moving in October to Racetrack Road.

“We are constantly educating ourselves about the changes in the tax environment,” Jordan said. “Come in and talk to us. We can go over your needs and set up a plan with a free consultation.”

OC Tax Service, on Racetrack Road in Berlin, is open Monday through Friday from 9 a.m. to 6 p.m. and on Saturdays from 9 a.m. to 5 p.m. Call 410-973-2750 or 410-213-8344 to make an appointment after hours. Walk-ins are welcome.

Clients can also schedule online using a booking system at oceancitytaxservice.com.

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Enrolled Agent

We are THRILLED to announce that our very own Mike Ward has passed his EA Exams and is now an Enrolled Agent — the highest credential the IRS awards! Congratulations, Mike!!

Enrolled Agent Information

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Learn more about enrolled agents in Treasury Department Circular 230 (PDF).

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