Explore Capsules

You will prepare a complete and compliant filing for California Proposition 19 property tax exclusions by assembling required documentation, correctly calculating inherited property basis using fair market value or estate tax return values, and proving qualifying family relationships with signed certifications under penalty of perjury. You will rehearse meeting strict deadlines and structuring ownership—especially with LLCs—to avoid reassessment triggers. By working through these steps in order, you will finish ready to submit an airtight claim that satisfies all county assessor requirements under the 2024 rules.

You will work through the essential steps to determine if you must file, how to report all income correctly, and how to claim only the deductions and credits you qualify for, including detailed rules for the Earned Income Credit and Child Tax Credit based on qualifying children and income limits. You will rehearse handling dependents, filing status, and payment deadlines to finish ready to submit your 2025 federal return by April 15, 2026, without guesswork or costly mistakes.