“Turning Passion into Purpose in Southern California Real Estate"

With Scott and Caroline Doan Realtors®

GET A FREE HOME VALUATION 

GET A FREE HOME VALUATION 

Get Your Complimentary Valuation And A Complimentary Home Selling Guide From Scott and Caroline Doan, Your Go To

Realtors of Southern California.

Get Your Complimentary Valuation And A Complimentary Home Selling Guide.


GET A FREE HOME VALUATION 

Get Your Complimentary Valuation And A Complimentary Home Selling Guide From Scott and Caroline Doan, Your Go To Realtors of Southern California.

Our Company Has Been Featured In:
Our Company Has Been Featured In:

How We Calculate

The Estimate:

Up To Date Data

We compare your home to similar properties in your area and analyze recent sales to ensure your estimate reflects the latest market trends.

Market Research

Our Home Valuation process takes into account your home's location, size, and condition.

We also consider recent renovations and review what major real estate platforms like Realtor.com, Zillow, Homes.com, and Redfin are reporting about your property to provide a more complete and current estimate.

Backed By Agent Expertise

With extensive experience in the real estate industry, we understand what truly drives your home’s value and we use that expertise to provide an accurate, market-driven estimate.

How do your know when it is the right to sell?

Answer: Using our 'HOME WEALTH' report can provide you with specific insights into your property’s value and the market, helping you make an informed decision.

Market Research

Our Home Valuation process takes into account your home's location, size, and condition.

We also consider recent renovations and review what major real estate platforms like Realtor.com, Zillow, Homes.com, and Redfin are reporting about your property to provide a more complete and current estimate.

Up To Date Data

We compare your home to similar properties in your area and analyze recent sales to ensure your estimate reflects the latest market trends.

Backed By Agent Expertise

With extensive experience in the real estate industry, we understand what truly drives your home’s value and we use that expertise to provide an accurate, market-driven estimate.

Download Scott and Caroline DOans GUIDE FOR SELLING YOUR HOME

Download our Guide for Selling Your Home your go-to resource for understanding every step of the selling process. Whether you're a first-time seller or just need a refresher, this guidebook offers expert insights, staging tips, pricing strategies, and more. All in one place.

Get Your Complimentary Guidebook Today and take the first step toward a successful sale.

Download my Guide for Selling Your Home your go-to resource for understanding every step of the selling process. Whether you're a first-time seller or just need a refresher, this guidebook offers expert insights, staging tips, pricing strategies, and more. All in one place.


Get Your Complimentary Guidebook Today and take the first step toward a successful sale.

We Have Digital Marketing Experience And We Leverage The Most Important Websites When Marketing For Our Clients.

WHY WORK WITH US

$150+M

SOLD

Top 10% 

of Small Teams Statewide

5 Star Rated

on Google and ZIllow

Paid Advertising 

(Google & Social Ads)

Looking to Buy or Sell a Home? 

Don’t Worry We Have The Experience And Negotiating Skills To Help.

Looking to Buy or

Sell a Home? 

Don’t Worry We Have The Experience And Negotiating Skills To Help.

  • Over x Years Experience
  • ​Over X Properties Sold
  • Over X Properties Purchased
  • Designation 1
  • ​Designation 2
  • ​​Digital Marketing Expert
  • ​​Google Marketing Expert
  • ​​1 Click to Call, Text or Email
  • Over 25 Years of Experience

  • ​Over 592 Properties Sold

  • Average Price $1.1M 

  • ​Designation - Short Sales and Foreclosure Resource (SFR®)

  • ​Certified Luxury Home Marketing Specialist (CLHMS)

  • ​​Digital Marketing Expert

  • ​​Google Marketing Expert

  • ​Accredited Buyer's Representative (ABR®)

  • ​Certified Staging Expert

  • Certified Transaction Coordinator (CTC)

  • Professional Photography & 3D Virtual Tours

  • Senior Transition Specialist (STS)

Why Clients Choose Us:

Let's Talk about How We Can Help You

Let's Talk about How We Can Help You

Book a complimentary home valuation, and let us show you how we've helped homebuyers and homeowners navigate the process with confidence.

Book a complimentary home valuation, and let us show you how we've helped homebuyers and homeowners navigate the process with confidence.

Ready to take the next step?

Contact them today and turn your real estate goals into reality.

How to transfer property tax base in California

Moving Soon? Here is How to Take Your Low California Property Tax Rate With You!

May 10, 20263 min read

Unlocking Property Tax Savings: A Guide for Homeowners 55+

By Scott and Caroline Doan Realtors®

When we think about home, we think about the memories and routines created within its walls. But for many long-term homeowners in California, the thought of moving can be daunting—not just because of the boxes to pack, but because of the potential for a massive jump in property taxes.

Fortunately, thanks to Proposition 19, California homeowners aged 55 and older have an incredible opportunity to find a new "home base" without losing their current tax benefits.

What is the Base Year Value Transfer?

Normally, when you buy a new home, it is reassessed at its current market value, which can lead to significantly higher property taxes. However, under Prop 19, if you are 55 or older, you can sell your primary residence and transfer its "taxable value" (the factored base year value) to a replacement home anywhere in California.

This allows you to move closer to family, downsize, or find a home that better fits your lifestyle while keeping your property taxes consistent with what you were paying at your old house.

Common Questions About Proposition 19

Q: How do I transfer my property tax base?

To qualify, at least one homeowner must be 55+ at the time of the sale. You must purchase or build your replacement principal residence within two years (before or after) of selling your original home. To finalize the transfer, you must file Form BOE-19-B with the County Assessor’s office where your new home is located.

Q: Can I transfer my tax base to a different county?

Yes! One of the best features of Prop 19 is that you can move to any of the 58 counties in California. You are no longer restricted to counties that "opt-in," providing you with complete statewide mobility.

Q: What happens if my new home is more expensive than my old one?

You can still transfer your tax base! If the new home is of "greater value," a mathematical adjustment is made. The difference between the sale price of your old home and the purchase price of your new home is simply added to your old taxable value. This still results in massive savings compared to a full market reassessment.

Q: How many times can I use this benefit?

Under Proposition 19, eligible homeowners can transfer their tax base up to three times. Notably, any transfers you made prior to April 1, 2021 (under old laws like Prop 60 or 90) do not count toward this new three-time limit.

Q: What if I decide to build a new home instead of buying one?

The same rules apply! As long as the construction is completed within two years of your original home's sale, you can transfer your tax base to the newly constructed residence.

Important Requirements to Remember

* Principal Residence: Both the home you sell and the home you buy must be your primary residence. Vacation homes and investment properties do not qualify.

* Deadlines: You should file your claim within three years of your purchase or construction completion to receive full retroactive benefits.

* Ownership: The property must be owned by individuals. Property owned by legal entities, such as corporations or LLCs, is generally not eligible.

Let’s Find Your Next Home Together

Navigating real estate laws and tax base transfers can be complex, but you don't have to do it alone. As your local Temecula experts, we are here to help you understand how these rules apply to your specific situation so you can move with confidence.

For a deep dive into the specific calculations, examples, and eligibility rules, you can view the official state document here: [BOE Publication 800-3: Property Tax Savings for Seniors] (https://www.boe.ca.gov/pdf/pub800-3.pdf).

Ready to explore your options in Old Town Temecula or beyond? Contact us today!

Scott and Caroline Doan Realtors®

Realty Executives

28581 Old Town Front St. #100

Temecula, CA 92591

951-541-3498

📧 [email protected]

🌐 [www.doan.realtor](http://www.doan.realtor)

DRE#02248461

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Scott and Caroline Doan Realtors®

Unlock your real estate dreams with Scott and Caroline Doan, highly regarded dual licensed Realtors® with over two decades of experience in California and Florida. Based in Southern California, they proudly serve Western Riverside, San Diego, and Orange counties. In Naples, Florida, their dedicated team continues to provide exceptional service to Scott and Caroline’s clients. Having closed over $125 million in real estate transactions, they have made a significant impact in the industry, earning a reputation for excellence and results. Whether you are searching for your ideal home or aiming for a successful sale, their innovative strategies, in-depth local knowledge, and client-centric approach ensure a smooth and rewarding experience. Trust Scott and Caroline Doan to guide you through the market with professionalism, integrity, and a genuine commitment to your success.

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Scott and Caroline Doan Realtors® | DRE #02248461 | (951) 541-3498