About / Firm Leadership / Jodi Blair
Jodi Blair
CPA, CSEP
Member of the Firm
Tax & Accounting Services
Hagerstown, MD
301.733.5020
Jodi leads the firm’s Estate Planning and Compliance 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
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