Jeri Wells

My name is Jeri Wells and I am a real estate consultant for Property Valuation Services. I previously spent eight years with Deloitte & Touche in their Carlsbad, CA office working as a real estate consultant. I have worked in most aspects of tax consulting from personal property to real estate, from sales and use tax to outsourcing development. I have assisted with the development of accounting software and processes so companies are capable of producing on a mass scale.

Currently, I work as part of the renal dialysis group specializing in medical offices. Though I have primarily worked for the health care industry, I have experience in all property types in the United States and parts of Canada. I am licensed in Texas and recently returned from attending several hearings throughout Tennessee and Oklahoma. On the west coast, I specialized in direct assessment evaluation. I also worked at the forefront of innovating processes dealing in assessment appeals and personal property filing to help clients, companies and counties move into the more technological age.

I have worked my entire life as an accountant in one form or another, but I graduated from Pittsburg State University in Kansas with a Bachelor of Fine Arts. I have been drawing and painting for as long as anyone who has known me can remember. I am also an avid traveler having driven to all four corners of this country. I have been to over 30 states and more than 13 countries. I tend to rent RVs in foreign countries and drive throughout for extended periods so I can get a real feel for the environment. I was raised in Kansas on a cattle ranch that my family has lived on since the 1850s. I spent 15 years on the west coast in Portland, OR and Carlsbad, CA.

Though I started consulting with a large firm, I am ecstatic to be working in a smaller company. Only in this environment can one get a deep sense of the companies and properties we work on. With PVS, we can get a better feel for our clients and truly understand what it is they need from us. By working on a more personal level, we can be more successful in our endeavors.

Our team of consultants oversee all compliance aspects of our clients’ property tax portfolios. We manage the preparation and filing of the annual business personal property tax returns, as well as the analysis of the valuation issued by the tax assessor.

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