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Jodi Blair

Guidance You Can Count On

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Education

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

Certifications

Certified Public Accountant – Maryland

Certified Specialist in Estate Planning (CSEP)

Professional Affiliations

American Institute of CPAs - Member

Maryland Association of CPAs - Member

Jodi Blair

CPA, CSEP

Member of the Firm

Estate and Trust Compliance & Taxation

Hagerstown, MD

[email protected]

301.733.5020

Jodi leads the firm’s Estate and Trust Compliance & Taxation Department. Having joined SEK in 1997 and being a Member of the Firm since 2013, her primary focus is providing accounting and tax services relating to estate planning, fiduciary tax compliance, and probate administration. Jodi delivers a high level of personal service to a wide variety of clients, including personal representatives, 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, Jodi is a member of the firm’s Tax Committee and a 401(k) Trustee. She also oversees sponsorship and community service opportunities in the Hagerstown office.

Areas of Practice

Community Involvement

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 Foundation - Board Member

Jaycees of Hagerstown – Past President

Leadership of Washington County – Class of XXII (2009)

Q&A with JODI BLAIR

Traveling with my daughter and reading by the ocean
Maryland Terrapins Basketball, College Football, and Professional Football
"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

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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