About / Firm Leadership / 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
- 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
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What are your hobbies?
Traveling with my daughter and reading by the ocean
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What are your favorite sports to watch?
Maryland Terrapins Basketball, College Football, and Professional Football
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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