Pay less taxes

Keep more of what you earn with advanced tax optimizations.

Candor product presentation

Make sure only the right vests are sold

Vest Tax OptimizerWash sale schedulerTax-free rebalancingLong-term capital gains
ADVANCED TAX STRATEGIES

We made tax saving easy to understand and use

Vest Tax Optimizer
New

Sell the most tax-optimal shares first

How Vest Tax Optimizer works →
wash sales

Get a tax writeoff by timing sales correctly

See how Candor avoids wash sales →
LONG-TERM CAPITAL GAINS

Pay a lower tax rate when selling

See how Candor optimizes your tax rate →
tax-free rebalancing

Less taxes when re-investing your RSUs

See how Candor’s Tax-free rebalancing works →
TurboTax integration

Easy tax filing with TurboTax

Candor integrates with Turbotax →
We can work with your accountant directly

We can work with your accountant directly

Questions from your accountant? They can reach out anytime at accountants@candor.co
REDUCE TAX DRAG

Avoid losing
money to taxes

Vest tax optimizer
Wash sale scheduler
Tax-free rebalancing
Avoid losing money
now
Your 125 shares have been sold at $12,510.
Not just taxes
Get the most from your RSUs
Trading Plan
Sell your RSUs more efficiently with a 10b5-1 trading plan
Portfolios
Re-invest your RSUs in an institutional-grade portfolios
Price tracking
Sell your RSUs at a better price. No trading windows.

Frequent questions

General
Trading plans
Taxes
Portfolios
How is Candor different than...
Security

How does Candor save me money on taxes?

Candor works by selling the right shares on the right dates to maximize tax write-offs. Candor includes the tax mitigation strategies offered by top specialized wealth managers and CPAs:

  • Vest Tax Optimizer: sell the best shares first to minimize taxes.
  • Wash sale scheduler: selling too close to a vest date can be bad for taxes, Candor can automatically time trades avoid wash sales (only available for companies with quarterly vesting)
  • Long-term capital gains: hold new RSUs for 1 year after vest to pay a lower tax rate.
  • Tax-free rebalancing: re-invest your proceeds in a tax efficient way.

Not all optimizations are right for everyone. The first step is to see what we recommend for your specific situation: get your recommendations here.

What is Vest Tax Optimizer?

Will I have to do anything special when I file my taxes?

Can Candor work with my accountant?