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.

TAX TIME!!!! WE ARE OPEN 6 DAYS A WEEK 1/9/2017

Ocean City Tax Service has proudly served the Eastern Shore of Delmarva for over 15 years. Now relocated on Racetrack Rd, OC Tax continues to serve Ocean City, Ocean Pines, Berlin, and the surrounding Delmarva communities. Schedule your consultation on our NEW online booking system that is engineered to make your life easier and stress free. Click logo below to make an appointment or contact one of our Tax Professionals.

Book Now

Stop in and ask us any income tax questions you may have, or Book with us today.

Ocean City Tax Service can help you get your ducks in a row this tax season. Call us today. 410-973-2750

More than 25 Years Experience Serving Ocean City Area Businesses and Residents!

Exceptional services at reasonable rates!

Contact one of our Tax Professionals today for details 410-973-2750

Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards. IRS delays may affect the delivery timing of loan proceeds.

The Refund Advance is an optional tax-refund related loan provided by Bank (it is not the actual tax refund) at participating locations. The amount of the advance will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Tax returns may be filed electronically without applying for this loan. Loans offered in amounts of $500, $800, or $1,200. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards. IRS delays may affect the delivery timing of loan proceeds.

A Refund Deposit Account is not a loan – it is an account established by EPS at the Bank in order to facilitate the funding of the two different disbursement methods.

The EPS fee charged to the taxpayer ranges from $0-35, depending on which disbursement method is selected
Tax preparation fees are deducted from the refund when it is deposited to the Refund Deposit Account
The taxpayer can have a State tax refund(s) disbursed the same way as an IRS tax refund through an EPS Bank Product
Advise the taxpayer that there are no guarantees that the Department of the Treasury deposits refunds within a specified time or in their entirety. For example, it may delay a refund due to processing problems or, it may offset some or all of the refund. The Department of the Treasury is not liable for any loss suffered by taxpayers, Providers, or financial institutions resulting from reduced refunds or not honored Direct Deposits, causing it to issue refunds by check.
Advise taxpayers of all fees and other known deductions to be paid from their refund and the remaining amount the taxpayers will actually receive
Tax preparation fees will be deducted from the first tax refund (IRS or State) deposited into the Refund Deposit Account, whether from the IRS or the state
It is important that the customer understand that, if for any reason the refund is not received, the customer remains responsible for paying the tax preparation fees by another method
A Refund Deposit Account is not to be used for collection of unpaid tax preparation fees for a prior year(s)

Get Your Taxes Done Here and Pay Nothing Today

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).