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Claimyr is a pay-as-you-go service. We do not charge a recurring subscription.
Using Claimyr will:
- Connect you to a human agent at the IRS
- Skip the long phone menu
- Call the correct department
- Redial until on hold
- Forward a call to your phone with reduced hold time
- Give you free callbacks if the IRS drops your call
If I could give 10 stars I would
If I could give 10 stars I would If I could give 10 stars I would Such an amazing service so needed during the times when EDD almost never picks up Claimyr gets me on the phone with EDD every time without fail faster. A much needed service without Claimyr I would have never received the payment I needed to support me during my postpartum recovery. Thank you so much Claimyr!
Really made a difference
Really made a difference, save me time and energy from going to a local office for making the call.
Worth not wasting your time calling for hours.
Was a bit nervous or untrusting at first, but my calls went thru. First time the wait was a bit long but their customer chat line on their page was helpful and put me at ease that I would receive my call. Today my call dropped because of EDD and Claimyr heard my concern on the same chat and another call was made within the hour.
An incredibly helpful service
An incredibly helpful service! Got me connected to a CA EDD agent without major hassle (outside of EDD's agents dropping calls ā which Claimyr has free protection for). If you need to file a new claim and can't do it online, pay the $ to Claimyr to get the process started. Absolutely worth it!
Consistent,frustration free, quality Service.
Used this service a couple times now. Before I'd call 200 times in less than a weak frustrated as can be. But using claimyr with a couple hours of waiting i was on the line with an representative or on hold. Dropped a couple times but each reconnected not long after and was mission accomplished, thanks to Claimyr.
IT WORKS!! Not a scam!
I tried for weeks to get thru to EDD PFL program with no luck. I gave this a try thinking it may be a scam. OMG! It worked and They got thru within an hour and my claim is going to finally get paid!! I upgraded to the $60 call. Best $60 spent!
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- DO post questions about your issues.
- DO answer questions and support each other.
- DO post tips & tricks to help folks.
- DO NOT post call problems here - there is a support tab at the top for that :)
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Lola Perez
One thing to consider: make sure you check if your current doctors are in-network for any plan you're considering on Healthcare.gov. I made that mistake when I lost my job in 2023 and ended up having to find all new providers. Also, look closely at the prescription coverage if you take any regular medications. Some plans have really high deductibles before prescription coverage kicks in.
I didn't even think about checking if my doctor is in-network! Thanks for pointing that out. I take a maintenance med for high blood pressure so I'll definitely check the prescription coverage too. Is there an easy way to see which plans include specific doctors? The Healthcare.gov site seems a bit overwhelming with all the plan options.
Lola Perez
ā¢Most plans on Healthcare.gov will have a link to the insurer's website where you can search for specific doctors. But honestly, the most reliable method is to call your doctor's office directly and ask which marketplace plans they accept. The online directories are sometimes outdated. For prescriptions, look for the plan's "formulary" - that's their list of covered medications. Different tiers have different costs, so check which tier your medication falls into. Some plans also offer prescription discounts before you meet your deductible, which can make a big difference.
What state are you in? That makes a huge difference for coverage options. Some states run their own exchanges instead of Healthcare.gov.
I'm in Illinois. From what I've seen, we use the federal Healthcare.gov site, right?
Riya Sharma
ā¢Yep, Illinois uses Healthcare.gov. But worth noting that some states have additional programs beyond what's on Healthcare.gov. For example, if your income is low enough during your unemployment period, you might temporarily qualify for Medicaid in Illinois, which could be free or very low cost until you find a new job.
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Has anyone had luck with those online CPA services that specialize in digital businesses? My wife's doing something similar with affiliate stuff and regular accountants just don't seem to get all the nuances of online business expenses.
I've been using Xendoo for my ecommerce business for about 2 years and they've been really good. They specifically get digital business models and understand things like affiliate commission structures, digital asset depreciation, and home office setups for online work. Not the cheapest option but definitely worth it for the specialized knowledge.
Demi Lagos
Don't overlook the importance of finding someone who's comfortable with technology. I had a "well-established" CPA who insisted on paper documentation for everything, which was a nightmare for my digital business where most receipts and records are electronic. Finding someone who understands digital record-keeping made tax time 10x easier.
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Sarah Jones
I filed on January 29th and STILL haven't gotten my refund!!! The IRS Where's My Refund tool just says "still processing" for over 7 weeks now. I claimed the Child Tax Credit for my two kids. Anyone else waiting this long with CTC? Getting really frustrated!!
I claimed CTC for my kids too and got my refund after about 4 weeks. Did you also claim Earned Income Credit? That usually takes longer. You might want to try getting your tax transcript from the IRS website - sometimes it shows more details about what's happening with your return.
Emily Sanjay
For those interested in extremely detailed stats: - E-filed with FreeTaxUSA on Jan 31 at 7:32pm EST - IRS acceptance email received Feb 1 at 9:14am - WMR updated to "approved" on Feb 15 - Direct deposit hit my bank Feb 17 at 3:42am Federal refund: $2,341 State refund: Still waiting, shows "processing" on state website Our return included W-2 income, 1099-INT, mortgage interest deduction, student loan interest, and HSA contributions. No tax credits. I've been tracking this data for years and this was about 3 days faster than last year!
You're even more detail oriented than me lol! Have you always used FreeTaxUSA? I've been thinking about switching from TurboTax to save some money.
Emily Sanjay
ā¢I've used FreeTaxUSA for the last three years after switching from TurboTax. The interface isn't quite as polished, but it's completely adequate and handles all my tax situations correctly. The federal filing is free and state is only $15 compared to the $120+ I was paying with TurboTax for the same exact results. If you have a fairly straightforward tax situation (even with some common deductions and forms like I listed), it works great. The only people who might want to stick with the more expensive options are those with extremely complex situations like multiple businesses, complex investments, or unusual tax situations.
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For last-minute tax reduction strategies, don't forget about 529 plan contributions! Many states offer tax deductions for contributions to these college savings plans, even if you open and fund one on December 31st. For example, my state (NY) allows deductions up to $5,000 per year for individuals or $10,000 for married couples filing jointly. You can name yourself as beneficiary if you don't have kids yet, and later change it. Just check your state's rules since not all states offer deductions.
Does contributing to a 529 reduce federal taxes though? I thought it was only state tax deductions in some states. We're really trying to minimize our federal tax bill since that's where the big surprise is coming from.
You're right - 529 contributions don't reduce your federal tax bill, only state taxes in states that offer the deduction. I should have been clearer about that. While this won't help with your federal tax surprise, it could still save you some money on state taxes depending where you live. For federal tax reduction, your options before year-end are more limited since you've already maxed your HSA. If you own a business or have any self-employment income, you could potentially make SEP IRA or Solo 401k contributions, which would reduce federal taxable income.
Strongly recommend reviewing your W-4 withholding ASAP to prevent this problem next year. The 2020+ version of Form W-4 doesn't use allowances anymore, so if you're still thinking in terms of "0 allowances" you might be using outdated forms or concepts. The new W-4 requires you to account for multiple jobs and specifically address additional income like investment earnings. There's a whole worksheet for this now. Your Roth conversion definitely needed adjustment on your W-4.
Yeah the new W-4 is actually way better for two-income households. My wife and I fixed our underwithholding problem by properly filling out Step 2 of the form. The old allowances system was garbage for dual income families.
Lucas Adams
We're actually using a combination of solutions that works well for us. For document storage and management, we use ShareFile with a standardized folder structure for each client. For workpaper preparation and review, we use CCH Engagement. The key for us wasn't really the software itself, but creating standardized processes and enforcing them. We have templates for every type of return with standard workpapers already set up. Each workpaper is numbered according to the tax form line item it supports (for example, Schedule C workpapers all start with C-). Our review process requires reviewers to sign off on each workpaper electronically, which has dramatically improved our quality control.
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Harper Hill
ā¢How did you handle the transition to CCH Engagement? Did you have to convert a lot of existing documents? We're currently using a hodgepodge of Excel workpapers and I'm worried about the time investment to switch.
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Lucas Adams
ā¢The transition did take significant effort, but we did it gradually over about a year. We didn't try to convert historical workpapers - instead, we started using the new system with new clients first, then gradually transitioned existing clients as they came in for the next tax season. We created a core set of templates and standard workpapers before we rolled it out to the team. This upfront investment paid off tremendously as it ensured consistency from the beginning. We did need training from CCH to get everyone up to speed, but that was worth the investment.
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Caden Nguyen
Has anyone tried Canopy for workpaper management? We're considering it but not sure if it's worth the investment.
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Avery Flores
ā¢We used Canopy for about a year but ultimately switched to SmartVault. Canopy has some nice features for client communication and task management, but we found the document management aspects to be less robust than we needed for complex business returns. The interface is clean and user-friendly, but it was missing some advanced referencing features that we wanted. If your practice is primarily individual returns with some simple business returns, it might be sufficient. For a practice with complex business clients, you might find it limiting.
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