Matriarch Tax & Advisory

08/17/2026

Back-to-school season 🍎 always feels like a second New Year around here. We've got new rhythms, earlier mornings, and a calendar with some structure to it again. 📆

This review from Kelli came in back on June 15, the expat filing deadline itself. I've returned to it more than once since. 🩷

🔘 It's about taking something people dread and making it feel manageable.
🔘 It's about handling sensitive documents the way I'd want mine handled - carefully & securely, every time.
🔘 It's about being small enough to know your situation, and steady enough to still be here next year.

Kelli used the word "easy." For a US expat return, that word is hard-won, and it's the one I'm proudest of. ✨

A note on timing: I'm at capacity through the fall deadlines. I will have a few openings in November and December — good timing if you're thinking ahead to year-end planning, or if you're ready to get caught up on delinquent returns that have been waiting. 🧐

👉 Reach out if you're looking for help!

06/05/2026

With the expat filing deadline of June 15 just around the corner, I like to remind myself that what I do isn't just about numbers. It's about people.

I've been heads-down for months, but nothing refuels me quite like reading the heartwarming reviews our clients have been leaving on Trustpilot for Matriarch Tax. 🩷

🔘 It's about making sure my clients never feel alone or overwhelmed.
🔘 It's about communicating proactively and staying ahead of their needs.
🔘 It's about delivering exceptional service that makes me someone they can count on year after year.

Because great tax work isn't just technical… it's personal. 🤝

03/25/2026

Did you receive money from a parent, grandparent, or relative who lives outside the U.S.?

Even when a gift or inheritance is not taxable, the IRS may still require you to report it on Form 3520. Missing this form can lead to serious penalties.

We just shared a new blog explaining who needs to file, what counts as a reportable foreign gift, and how to avoid costly mistakes.

If international family finances are part of your life, this article can save you a lot of stress.

Questions about your situation? We’re here to help.
https://conta.cc/4rUpPkW

Read the blog here 👉 https://conta.cc/4t5RqAH

02/24/2026

Retirement planning looks different when you live abroad. 🌍

As a U.S. expat entrepreneur, you may still have access to powerful retirement savings tools — SEP IRAs, Solo 401(k)s, Traditional IRAs, and Roth IRAs — but eligibility depends heavily on how your income is taxed.

The key factor most people miss: income excluded under the Foreign Earned Income Exclusion (FEIE) cannot be used to fund these accounts. Only U.S.-taxable income counts.

Our latest blog breaks down each option, what expat entrepreneurs need to know, and how to avoid costly planning mistakes.



📖 Read the full guide: https://matriarch.tax/retirement-planning-for-u-s-expat-entrepreneurs-what-you-need-to-know-%f0%9f%a7%90/

02/06/2026

Did you just learn you’re a U.S. citizen and are now worried about taxes? 😟
You’re not alone.
Our latest blog explains who Accidental Americans are, why U.S. tax rules apply worldwide, and how you can come into compliance with less stress and fewer penalties. 💲
At Matriarch Expat Tax, we help you move forward with clarity, care, and confidence. 💙

Read the blog here 👉
https://matriarch.tax/who-is-an-accidental-american-%f0%9f%87%ba%f0%9f%87%b8/

01/23/2026

Thinking about living or working abroad as an American? 🌍

Spain’s Beckham Law is just the beginning. 🇪🇸

From Portugal’s NHR 2.0 to Italy’s impatriate regime and other expat-friendly tax programs, countries are competing for global talent—with major tax incentives attached.

In our latest blog, we break down:
✨ How the Beckham Law really works
✨ Which countries offer similar “new resident” regimes
✨ What these programs can (and can’t) do for U.S. taxpayers

👉 Read more before you plan your move abroad:
https://conta.cc/4quwgvc

01/17/2026

🆘 IRS Streamlined Filing Compliance Procedures

A clear, IRS-approved path for U.S. taxpayers to fix past international filing mistakes without unnecessary penalties....

A clear, IRS-approved path for U.S. taxpayers to fix past international filing mistakes without unnecessary penalties.

09/04/2025

Foreign Earned Income Exclusion: The Trade-offs Nobody Talks About 🤔

For many American expats, the Foreign Earned Income Exclusion feels like a no-brainer. Exclude your salary from U.S. tax, and pay nothing to the IRS.

But claiming it could quietly cost you thousands in lost tax credits, IRA contributions, and foreign tax relief. Before you file, it’s worth a second look.

Whether you're a parent abroad, building a business, or just trying to play the tax game smart, this blog breaks down the surprising downsides of claiming FEIE - and how to plan better.

📍Written for Americans abroad.
📍Practical examples included (buongiorno Americans in Italia 🇮🇹).
📍No lecture, just clarity.

👉 Read the full post at: https://matriarch.tax/foreign-earned-income-exclusion-the-trade-offs-nobody-talks-about-%f0%9f%a4%94/

📚 Bookmark it if you’ve ever checked that FEIE box without thinking twice.

The Foreign Earned Income Exclusion can save you tax — but may cost you thousands in tax credits, deductions, and retirement options expats often overlook.

08/22/2025

🕍 A new pope is stirring up an old debate — U.S. taxation for citizens living abroad.

When Pope Leo XIV, a U.S. citizen, was elected by the Vatican, it raised an eyebrow or two in Congress… and a new bill to exempt him from U.S. taxes.

Now, expat advocates are asking: if one American abroad deserves relief, why not the rest?

In our latest blog, we explore what this means for the 5 million U.S. citizens living overseas, the current tax rules they face, and where things stand with proposed legislation to shift from citizenship-based to residency-based taxation.

It’s a global issue with very personal consequences.



https://matriarch.tax/%f0%9f%99%8f-should-the-pope-pay-u-s-taxes-a-new-spotlight-on-residency-based-taxation/

07/18/2025

📣 Your foreign bank is already talking to the IRS — are you ready for what comes next?

The IRS just got a serious tech upgrade, and it’s using artificial intelligence to scan foreign account data from FATCA and flag mismatches on expat tax returns.

If you're a U.S. taxpayer abroad with foreign accounts, partnerships, or assets, you're officially on the radar.

💻 Our latest blog breaks down:

✔️ How FATCA and foreign banks share your data

✔️ What the IRS’s new AI audit tools actually do

✔️ A real-world case study of how this affects expats (like our fictional friend Jane in Spain)

This isn’t fear-mongering — it’s just the new reality. But with the right help, it’s totally manageable.

Read the full blog here👉

The IRS is using AI to flag mismatches in offshore disclosures and US expats are high on its radar. With foreign banks reporting under FATCA and advanced audits on the rise, this post explains how …