Services
Trusted Strategic Partners
UK & US Personal Tax Planning
Whether you’re a dual citizen, UK employee relocating to the US or US citizen moving to the UK, DY USA provides specialized UK–US tax planning services to help you stay fully compliant with both tax systems with confidence.
Without the right planning or taking a holistic view of your circumstances, you risk double taxation, missed relief opportunities, and unexpected filing requirements.
Our advisors help you understand how the different residency rules, reporting requirements, and timing considerations impact your tax situation so you can make informed decisions and avoid costly surprises.
Working with cross-border specialists help you manage important tax issues like:
US and UK housing allowances
Residency rules and timing strategies
Temporary living allowances
Cross border pension planning
Foreign Earned Income Exclusion (FEIE)
Foreign Tax Credit (FTC)
UK Non Resident Landlord Scheme
Renting vs. buying property in the US
Dual-qualified and credentialed UK/US tax professionals with deep knowledge of both the IRS and HMRC systems
Focused UK-US hands-on cross-border experience providing practical, tailored solutions to both businesses and individuals
A holistic, integrated approach to UK-US individual tax planning and compliance
An option for a dedicated Client Manager to serve as your point of contact who understands your goals to develop a customized solution
Proactive planning to reduce tax exposure
Clear, straightforward tax advice with ongoing, reliable support
Peace of mind that complex cross-border issues are handled correctly and timely
Our experienced team of UK-US tax advisors help you understand how both UK and US tax systems interact so you can make informed financial decisions on key areas that directly impact your financial and tax position.
Testimonials
Trusted by clients facing tax issues on both sides of the Atlantic.
Business
We were setting up a new business in the US and our UK accountants were not able to provide the accounting expertise needed. I met with Rob Whittall through an introduction by our UK accountants and thought Rob was very impressive. He understood the differences between UK and US accounting and gave me confidence that he would be able to help us to safely navigate the challenges associated with starting up a new business in California.
DY USA worked with us on compliant tax filings with the IRS and California and exceeded my expectations.
The team at DY USA provides a positive mix of formal, professional service with a friendly personal approach. I trust in DY USA’s guidance, and their support is incredibly valuable. Their expertise has enabled me to focus on growing the business as opposed to trying to manage the myriad of accounting compliance that comes along with operating in the USA.
DY USA provides important accounting support (advice, guidance and compliance support) in a very responsive way. They assign a dedicated accountant to support our business, so we get access to someone who is familiar with our business and the way we work. This is very important to us.
Jamie Hammond
CEO, Adept Management, Carlsbad, UK
Individual
As a British citizen living and working in the United States, navigating cross-border tax requirements isn’t something I’d feel comfortable managing on my own. From day one, Rob Whittall and the DY USA team have made the process straightforward, clear, and stress-free.
They’re responsive, knowledgeable, and always willing to explain things in plain English, which gives me real confidence that everything is being handled correctly. It’s a huge weight off my shoulders knowing I have a trusted partner looking after both compliance and planning.
Working with DY USA has saved me time, removed uncertainty, and allowed me to focus on growing the business, rather than worrying about tax.
I wouldn’t hesitate to recommend them.
James Mitchell
Whitestown, Indiana
Individual
I’m an American citizen who started a business in the UK. I chose DY USA because their team has not just read the guidance about being a dual citizen, they have lived it and faced the same challenges I do.
Anonymous
Location - UK
Individual
I am a dual US/British citizen, originally American, who has lived in the UK since 1974. In 2015, DY USA started looking after my US taxes after decades of doing it on my own, with assistance of, at best, variable quality. During the 11 years since, they have provided a consistently excellent service, helping me navigate the complexity of preparing my US returns more efficiently and with less stress than before. I particularly appreciate the personal attention that DY USA offers; it’s a great comfort to be able to communicate with friendly people I have come to know and trust.
Philip Gray
Edinburgh, UK
Business
At XL Event Lab, we have been proud clients of DY USA for over 10 years, benefiting from their consistent professionalism and expert guidance. Their deep understanding of both UK and US financial landscapes has been instrumental in helping us successfully navigate operating across both markets. Our partnership with DY USA has given us the confidence and clarity needed to grow our business internationally while staying compliant and efficient.
Grahame F.
Glasgow, Scotland / Orlando, Florida
Business
Working with DY USA has given us real confidence that our US structure and tax obligations are set up properly. They take complicated issues and explain them in a way that makes sense, which saves us time and allows us to focus on running and growing our business.
Mike Richards
CEO & Founder, The Treasury Recruitment Company, London, UK / Clearwater, Florida, USA
Individual
We were unfamiliar with how the tax system works in the USA and certainly how to mix UK and USA tax requirements made it more challenging. Our initial conversations with Rob were the determining factors for our decision to move ahead with DY USA. We also needed to be certain that DY USA would have the tools to manage USA and UK accounts with local staff in each country. It felt re-assuring that we would engage with a firm that had the people, the experience, and the energy to partner with us along the journey. Plus, we liked the one-to-one feeling of having the same person dedicated to our business, rather than other firms (perhaps bigger and less personal touch).
DY USA always managed to get the figures, consolidation, and reports to the Board within a few days of month-end. That was one of the most important requirements for us plus the fact that they were able to effectively work with our accountancy platform.
The most valuable part of working with DY USA is the people. To start, Rob helped the organization with first steps towards moving to the US, followed by Joe and then Joel as our Account Managers. Never a bad word, slow, or negative. The personal touch by their team clearly helps them stand apart from other firms. I would highly recommend and would use myself should the opportunity arise again.
Tom Atienza-Avila
Tamworth, UK
UK & US Personal Tax Planning
With proactive, strategic support, we ensure your tax planning is optimized for both tax systems and help you navigate the complexities of dual tax so you feel in control of your tax position now and in the future.
Get clarity on your UK-US tax obligations.
Let our specialists help you optimize your tax position.
Answers
E-filing is the electronic submission of tax documents to the IRS or your State’s tax agency.
In certain cases, you may not be able to e-file tax returns. For example:
Yes, a return can be amended after filing.
In most cases, filing jointly provides the better tax outcome. Once a draft of the tax return is prepared, a calculation can be done to compare whether filing separately would be more beneficial.
If you are looking to expatriate or give back your Green Card, be aware that this is a complex area and dependent on an individual’s personal circumstances. The process involves several key steps to ensure compliance with U.S. tax regulations while living abroad.
This is the authorization form to allow us to e-file your federal tax return. Both taxpayer & spouse are required to sign.
To pay your federal tax you have three options:
For state tax, most states allow you to pay via direct debit or by check using a payment voucher, similarly to the above guidance for federal tax. Online payment is usually an option also via the state taxing authority website or online account, however specific guidance varies state by state. You will need to refer to the appropriate state’s tax authority.
There are several ways to pay your U.K. tax liability to HMRC, however the quickest and easiest method is via bank transfer. Your payment reference will be your Unique Tax Reference (UTR) followed by the letter ‘K’. You can use HMRC’s bank details below:
*The FAQs provided are for general information purposes only. The information is not, and must not be treated as, professional advice.
