Simplifying tax & amplifying impact for US expats
Taxes for expats can be complicated.
Working with your CPA doesn’t have to be.
Expats Served
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Matriarch Expat Tax was founded to restore authentic personal attention in the tax industry, in a world where genuine service seems increasingly rare.
We cultivate enduring partnerships anchored in trust, mutual collaboration, and clear tax guidance. Our innate supportiveness and tailored expertise for expats promise more than just tax solutions, but true peace of mind.
Smart, simple tax solutions for expats.
We merge a genuine, unified approach with cutting-edge technology to transform taxes into a proactive, effortless, and engaging personal experience.
- Mobile-friendly client portal with integrated chat
- Communication aligned with your preferences
- Personalized video walk-through of your taxes
Helping you optimize your outcomes.
Optimize your outcomes by working with professionals who can collaborate with each other instead of operating separately in individual silos. With our Gold plan, you can count on us to proactively work with your financial and tax advisors in both countries.
Let us make expat taxes easier for you.
Is Matriarch a good match for you? Find out in less than 5 minutes.
Exclusive Elite Services
Matriarch provides US expat entrepreneurs living abroad with an exclusive white glove service including semi-annual collaboration with you and your entire financial & tax teams in both countries.
FAQs
Matriarch is a specialized tax and advisory firm, dedicated to assisting US expat entrepreneurs. Our primary goal is to make the tax experience seamless, proactive, and interactive, ensuring our clients have peace of mind.
Our services are tailored specifically for US expats, especially entrepreneurs operating as a sole proprietor, self employed, or with a foreign corporation.
Matriarch combines a friendly approach, advanced technology, and specific expertise in US expat tax matters to offer a truly unique personal service. Moreover, our commitment to female empowerment and the environment drives us to make a global impact beyond just tax advisory.
We offer three tiers of service: the Elite gold plan, the Elevated silver plan, and the Essential bronze plan. Each is designed to cater to varying levels of complexity and interaction throughout the year. Check out our Services to see details!
Our Elite gold plan offers white glove service, the pinnacle of responsiveness and interaction. With this, you can count on Matriarch to seamlessly collaborate with you, your foreign accountant, investment advisors, retirement planners, and attorneys in both countries, ensuring unmatched communication and forward-thinking tax management throughout the year.
Yes, our primary focus is on your US tax obligations. With certain plans, we will work in collaboration with your foreign tax professionals to ensure a cohesive tax strategy and optimization that aligns with both countries’ tax obligations.
The visionary behind Matriarch is Mary Milner, an experienced CPA with a passion for helping expats by simplifying complex international tax matters. Motivated by a desire to blend modern technology, personable service, and expert knowledge, Mary established Matriarch to reintroduce genuine service in a world where it often seems like a lost art. Beyond the professional realm, Mary’s dedication to female empowerment and the environment infuses the very essence of Matriarch, making it more than just a tax firm, but a movement towards positive change.
Are you ready to work with Matriarch?
Click below to begin the new client survey and discover how we can elevate your expat journey together.