Jodi Blair

Jodi Blair

CPA, CSEP

Member of the Firm
Estate and Trust Compliance & Taxation

Hagerstown, MD

301.733.5020

Jodi leads the firm’s Estate and Trust Compliance & Taxation Department. Her primary focus is providing accounting and tax services in estate planning, fiduciary tax compliance, and probate administration. Jodi delivers a high level of personal service to a wide variety of clients, including local attorneys and trust departments. She also provides general tax and accounting services to individuals and family-held businesses.

Jodi successfully completed the necessary education and examination requirements of the National Institute for Excellence in Professional Education, LLC and is distinguished as a Certified Specialist in Estate Planning.

In addition to her client responsibilities, she is also a member of the firm's Tax Committee and a 401(k) Trustee.

Quick Facts

Professional Memberships
- American Institute of CPAs - Member
- Maryland Association of CPAs - Member
- Tri-State Estate Planning Council - Member
Community Involvement
- Sunrise Rotary Club of Hagerstown – Member, Past Treasurer
- The W House of Hagerstown Foundation, Inc. d/b/a Lasting Change Recovery Solutions for Women – Treasurer
- Hospice of Washington County – Planned Giving Subcommittee
- Boys & Girls Club of Washington County - Board Member
- Hagerstown Community College - Board Member
- Jaycees of Hagerstown – Past President
- Leadership of Washington County – Class of XXII (2009)

Certifications

Certified Public Accountant – Maryland
Certified Specialist in Estate Planning (CSEP)

Education

B.S. Accounting, magna cum laude – Frostburg State University

Work Highlights

Year joined SEK: 1997
Year admitted as a Member: 2013

Q&A with Jodi

What are your hobbies?

Traveling with my daughter and reading by the ocean
What are your favorite sports to watch?

Maryland Terrapins Basketball, College Football, and Professional Football
What is your favorite quote?

"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." ~Maya Angelou

My Service Specialties

Estate Planning & Compliance
Tax & Compliance

Client Testimonials

Jodi and Jack are always kind and make sure I understand all the forms and figures, which they prepare with 100% accuracy. I not only see them as a CPA, but a friend who I respect. I am very fortunate to have these two very professional people to help me with my taxes!!
A Hagerstown Tax Client
She always lets me know exactly what I need to send her for our return. It makes it easy on my end to make sure that everything is taken care of for the Family Trust. Thank you, Jodi!
A Hagerstown Estate Planning Client
Jodi has always been there for me and I appreciate all she has done for me. I have retired and moved out of the state, but I will seek Jodi to assist me with my taxes as I will have spent part of the year in Maryland and part of the year in South Carolina. I KNOW she will be able to help me and direct me on the way to go.
A Hagerstown Estate Planning Client
I have been retaining SEK for years for my business and personal accounting needs and have found them to be competent and professional.
A Hagerstown Estate Planning Client
Jodi promptly returns my emails and stands behind her work.
A Hagerstown Estate Planning Client
Jodi has always been dependable and responsive to my needs. When I was behind in filing, Jodi helped me get everything filed on time.
A Hagerstown Estate Planning Client
Jodi has been extremely kind and helpful with advice on how to administer a complicated estate and trust. I have found her advice to be timely. She also is patient and explains the rationale behind the advice in terms that I can understand.
A Hagerstown Estate Planning Client
Jodi and team are very efficient always well-organized with our account. When we have a specific question regarding a short- or long-range accounting issue, they explain in detail the outcome.
A Hagerstown Tax Client
Jodi is very efficient and always willing to help.
A Hagerstown Tax Client

Firm Leadership