What Will the Taxes Be If You Sell? Get Your Real Number First.
A free two page worksheet for anyone selling a house in California that's worth a lot more than they paid, whether you inherited it or you've just owned it long enough to watch the value climb.
You're ready to sell, or getting close, and the tax question is the one nobody can answer off the top of their head. This won't stay a mystery. The worksheet walks you through your basis and your gain step by step, so you know your real number before you sit down with a CPA, whether the house came from an inheritance or you've just owned it a long time.
★★★★★5.0 on Google
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✔ Inherited or Long-Time Owner✔ California Specific✔ Works for Rentals Too
150+ families guided12+ years of experienceC.A.R. Certified Probate and Trust Specialist
Nobody Tells You the Number Until It's Too Late.
"What if I owe more than I think?"
Whether you decided to sell right after inheriting the house or waited years, whether it came with a tenant and years of depreciation attached, or you're helping a parent sell to afford assisted living, the tax question shows up the same way for everyone: late, and usually bigger than expected.
You're not being careless for not knowing your number. Basis, step ups, and depreciation trip up people who read the fine print for a living. Get the number early enough to actually plan around it, and the sale stops feeling like a gamble.
Your First Real Sense of Certainty.
The worksheet replaces the guesswork with a sequence: what your basis actually is, what your gain comes out to, and what it's likely to cost. You don't need to know whether to sell yet. You need to understand what the sale would actually cost you first.
01
Know Your Basis, Not Just Your Guess.
Whether the home came with a step up at inheritance, a surviving spouse's stepped up share, or years of your own improvements, you'll walk through the exact math line by line.
02
See Your Real Number Before You List.
Sale price, cost of selling, and your basis combine into one estimated gain and one estimated tax, in the same two pages you'd hand a CPA.
03
Know What to Ask Before You Sign Anything.
Four questions worth bringing to a CPA are built into the worksheet, including the one about depreciation that's easy to miss on a rental.
04
You May Have More Options Than You Think.
Rentals often qualify for real deferral options, and so do some long held primary residences. If you were added to title before a parent passed instead of inheriting it after, there may be ways to make up ground on the basis you lost too. You don't need to know which applies, that's what the call is for.
How It Works
01
Download the Worksheet
It arrives in your inbox in minutes, ready to fill in with what you already know.
02
Work Through It at Your Own Pace
Fill in what you have and leave blank what you don't know yet. Most people don't have every number on the first pass.
03
Book Your Session When Ready
We go through your numbers together, and you leave knowing your real number and which options, if any, could lower it. You don't need exact figures to start. Even a rough estimate is enough to have the conversation.
Real Expertise, Real Certainty.
Real families who trusted Scott with exactly this, and a walkthrough so you can see how the numbers work for yourself. ★★★★★5.0 on Google
★★★★★
"As a result of all the family deaths I inherited two houses."
Charell W. · Google review
★★★★★
"We moved out of state and he took care of everything for us."
Kathy L. · Google review
Lower Your Capital Gains.
★★★★★
"We really needed a calm and knowledgeable presence and he was it!"
Kelley B. · Google review
★★★★★
"In a stressful time he smooths the road, ensures all is taken care of, and always available."
Jason A. · Google review
Your Questions, Answered
Bring your worksheet, filled in or not, and your questions. In one call we go through your real numbers, talk through which deferral or offset options might fit your situation, and you leave with a written next step you can act on or hand straight to your CPA.
Complimentary
And it stays that way. I keep these calls free because families need direction before they need services. If you want help acting on the plan, whether that's coordinating with your CPA or handling the sale itself, support ranges from a DIY roadmap to fully done for you.
C.A.R. Certified Probate and Trust Specialist · REALTOR® · Keller Williams · DRE #02136497
I do this work because I've lived it. Loss came early in my life, and probate came with it. Years later, a sudden goodbye meant fast decisions about a home full of memory. I know what it feels like to carry more than boxes.
When you're ready, we'll apply your numbers to your exact situation and you'll leave with a grounded next step you can act on. You don't need the worksheet finished or your numbers exact. Come as you are.
Book Your Free 30-Minute Call
Questions Families Ask First
What is the Capital Gains Estimate?
A free worksheet from Scott Stollar, C.A.R. Certified Probate and Trust Specialist, that walks you through your basis, your taxable gain, and a real range for what you would owe if you sold in California, whether you inherited the property or have owned it for years.
Who is it for?
Anyone thinking about selling a California property with a large gain built up over time. That includes people who inherited a home, people who have owned one for decades, rental property owners, and people who were added to title before a parent passed.
Do I need my numbers ready before I start?
No. The worksheet walks you through finding them, from your purchase price and improvements to the sale price you're considering. Come as you are and fill it out at your own pace.
Will this tell me exactly what I owe?
It gives you a real range, not a guess, so you know what you're working with before you talk to anyone. Your CPA confirms the exact number at filing, and the worksheet includes the questions worth bringing to that conversation.
What if the number is higher than I expected?
You may have more options than you think, including ways to defer or offset the gain depending on your situation. Book a call and we'll go through which ones could apply to you.
Is it really free?
Yes. No pressure and no sales pitch. Enter your name and email and it arrives in your inbox instantly.
Why I Give This Away
I don't give this away to pressure you into booking a call. I give it away because when someone is staring down a possible tax bill on a home sale, they need real numbers, not a sales pitch. Download the worksheet, get your bearings, and if you realize you want help applying it to your exact situation, I'm here.
Scott Stollar · I read every reply
Send me the free Capital Gains Estimate
Two pages that walk you through your basis, your gain, and a real range for what you would owe. It lands in your inbox in minutes.
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