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Jodi Blair

Jodi Blair

CPA, CSEP

Member of the Firm
Estate and Trust Compliance & Taxation


Hagerstown, MD

301.733.5020

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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

  • 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

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