We offer 3 tiers of premium tax services.
Our expat tax & advisory services are tailored across three distinct tiers, ensuring a perfect match for every client’s specific needs and aspirations.
Expats Served
Client Happiness Percentage
Choose the right solution for you
Explore Matriarch’s options, each tailored to your unique expat tax needs and preferences
Bronze
Essentials
Perfect if you need your complex international taxes handled by a trusted CPA through an easy, secure, virtual process.
1,375
/ yr
Mid-Range Pricing
- Annual US expat tax filings for you and your business with expert use of foreign tax credits, exclusions, exemptions, and elections
- FBAR & FATCA reporting
- Personalized tax return review
- Seamless virtual tax process with secure client portal and digital document storage
- Guaranteed 7-day response time
- Safe Harbor Tax Estimates
Silver
Elevated
Perfect for individuals & entrepreneurs who want an elevated tax experience with a CPA and mid-year planning.
3,000
/ yr
Mid-Range Pricing
- Annual US expat tax filings for you and your business with expert use of foreign tax credits, exclusions, exemptions, and elections
- FBAR & FATCA reporting
- Personalized tax review video
- Seamless virtual tax process with secure client portal and digital document storage
- Guaranteed 3-day response time
- Customized Tax Estimates
- Year-round Q&A
- Mid-year tax planning to discuss any updates in your personal life and tax situation
- Tax notice review & response
- Annual collaboration with your team of outside advisors
- Plant a tree each month
Gold
Elite
Perfect if you want multiple touch points throughout the year with a responsive CPA for tax planning & strategy.
4,875
/ yr
Mid-Range Pricing
- Annual US expat tax filings for you and your business with expert use of foreign tax credits, exclusions, exemptions, and elections
- FBAR & FATCA reporting
- Personalized tax review video
- Seamless virtual tax process with secure client portal and digital document storage
- Guaranteed 1-day response time
- Customized Tax Estimates
- Year-round Q&A
- Quarterly tax planning to discuss any updates in your personal life and tax situation
- Tax notice review & response
- Quarterly collaboration with your team of outside advisors
- Tax audit support
- Plant a tree each month
FAQs
While tax preparation is an annual event, strategic tax planning is a year-round endeavor. Throughout the year, various decisions might have tax implications in the US as well as a foreign country. This could arise from potential investment options, pension plan choices, career moves, and relocations. A one-time tax preparer, juggling countless clients, might not provide the in-depth guidance you need and may not take the time to check in with you regularly. In contrast, our Silver and Gold plans ensure you have the attention of a dedicated tax expert available for regular, timely advice, allowing you to make informed decisions, proactively strategize, and maintain regular check-ins at the frequency of your choosing. Simply put, it’s about foresight over hindsight, and having a trusted partner by your side all year.
As with almost everything in tax, it depends! The good thing is that, in this case, it depends on what you choose.
The frequency and method of communication that Matriarch offers to members will vary depending upon whether you select the Bronze, Silver, or Gold plan.
We can communicate via email, chat within our secure client portal, or set up advisory tax planning meetings on Zoom.
Feel free to check out our plan details and select the best option for you.
With the Gold and Silver plans, Matriarch collaborates with Carma to plant a tree each month of your engagement. Additionally, a percentage of our profits each year go towards Equality Now to support female equality and empowerment around the world. By choosing Matriarch, you’re not just getting expert tax advice but also contributing to a greater cause.
Prices listed above are mid-range and vary based upon the complexity of your individual tax situation.
For expats who are employed and have minimal investment income and foreign financial asset reporting, starting prices are $1,000 for Bronze, $2,250 for Silver, and $3,500 for Gold.
Matriarch will provide a bespoke proposal of services customized to your unique situation after we’ve reviewed your information in our New Client Application.
Yes, we do! The IRS Streamlined Filing Compliance Procedures offer a way for U.S. taxpayers — including people who didn’t realize they were considered U.S. citizens (“Accidental Americans”) and others who unintentionally missed filing requirements — to get caught up on their U.S. taxes. The program lets people file past-due or amended tax returns and FBARs for just a few years, and helps them avoid most of the penalties they’d normally face. This is particularly valuable for people who simply didn’t know about their filing obligations or made honest mistakes because they misunderstood the rules. As long as someone wasn’t deliberately trying to hide anything or break the law, they can use this program to fix their tax situation without the steep penalties that usually come with not reporting international accounts and income. Here at Matriarch, we have helped MANY people under these filing procedures and are happy to offer this service to those who qualify. Prices vary widely based upon your unique tax situation, so reach out to us to get started!