Services
Like many of our clients, DY USA is a UK-US small and mid-sized enterprise ("SME") so we understand the realities of building and scaling a successful transatlantic business.
Trusted Strategic Partners
Business Tax Planning & Advisory
Operating between the UK and US creates incredible growth opportunities along with complex tax rules that can slow you down.
At DY USA, we focus exclusively on UK–US business tax systems, helping companies with planning and advisory needs as they navigate cross-border requirements with clarity and confidence.
Our team combines deep cross-border expertise with practical, commercially focused guidance to help companies structure effectively, optimize tax efficiency, reduce risk, and support sustainable growth across borders.
including cross-border tax optimization, treaty and credit analysis, transactional tax planning, and efficient entity structuring
covering global tax planning, withholding tax requirements, transfer pricing support, multinational and subsidiary planning, repatriation strategy and intercompany tax consulting
including pass-through entity issues, owner compensation planning, multi-state nexus and apportionment reviews and detailed tax forecasting
including arm’s-length fee calculations, intercompany service documentation, royalty and service-charge structuring and preparation of audit-ready support files
The US tax system is multi-layered and jurisdictional, while the UK system is centralized, creating challenges for companies operating across both markets and navigating two complex systems.
Cross-border tax specialists help your business:
Navigate dual regulatory systems and filing obligations
Stay compliant with international reporting requirements
Oversee transfer pricing and intercompany transactions
Optimize cross-border tax positions, deductions, credits, and incentives
Structure entities to reduce multi-state and multi-country tax exposure
Apply US–UK tax treaty rules to avoid double taxation
Structure cross-border entities for operational and tax efficiency
Assess and manage Permanent Establishment (PE) risk
Specialized, holistic approach to UK-US tax planning, advisory and compliance for businesses and individuals
Personalized, seamless collaboration with your finance team and external advisors
Boutique, tailored tax advisory designed for your business structure and goals
A highly qualified tax team with extensive expertise, a collaborative and personable approach, and professional credentials in both the UK and US
A dedicated Client Manager as the primary point of contact, meeting with you quarterly to understand your business and goals and to deliver proactive, customized guidance and strategic insights
Clear responsive communication, transparent fees and proactive planning
Confidence that complex cross-border tax issues are fully managed, handled accurately and strategic
Access to a trusted network of professionals on both sides of the Atlantic who provide complementary services essential to operating a business in the US and UK
We act as business translators who create trusted client relationships and support businesses operating between the UK and US with practical, commercially focused tax solutions.
Testimonials
Trusted by clients facing tax issues on both sides of the Atlantic.
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
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 Partner
We regularly refer clients to DY USA when they are expanding into the U.S. and facing complex tax, entity structuring, and compliance challenges that sit outside UK expertise. What stands out immediately is DY USA’s ability to explain complicated U.S. tax matters in a clear, practical way, while still being technically robust.
Our clients value the responsiveness, clarity, and human approach of the DY USA team. Expectations are consistently met, and often exceeded, particularly around cross-border coordination and avoiding unnecessary risk or surprises.
Having DY USA as a trusted partner means we can confidently support clients scaling internationally, knowing they are in safe hands from a US tax and compliance perspective. The collaboration feels seamless, aligned, and genuinely client-first.
Poonam Mawani
Director, Azuki Accounts, London
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 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
I’m very pleased with the relationship we’ve developed with DY USA. The team obviously knows what they are doing and communicates clear and practical guidance for handling UK-US business and personal taxes. DY USA’s ability to fully address the cross-border taxes our company faces plus the guidance Rob provides based on his firsthand experience as a fellow business owner have been invaluable.
Jim Bruce
Managing Director, Capella Solutions Group, Sheerness, England / Chicago, Illinois
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
UK-US Business Tax Planning & Advisory
Navigating UK–US tax requirements doesn’t have to be overwhelming.
With DY USA as your cross-border tax partner, your business gains a team you enjoy working with and provides proactive planning, practical guidance and a structure built for long-term success.
Gain clarity and confidence in your UK-US tax planning.
Build a smarter, more efficient UK–US tax strategy with a partner that lives and understands both sides of the Atlantic.
Answers
Unlike VAT, sales tax is not always charged or collected, and there is no reclaim process at the end of the year. Sales tax rules are set at the state level, meaning each state determines what goods and services are taxed.
Nexus refers to the minimum connection a business must have with a state before the state can impose tax obligations. Nexus can be created through physical presence—such as an office, property or employees — or through economic presence, which occurs when a business exceeds a state’s sales or transaction thresholds even without any physical operations.
US health insurance is often expensive, and employers rarely cover 100% of employee premiums. Businesses can choose from a variety of individual and group health plans and coverage options, but they must provide consistent, nondiscriminatory coverage across employee groups to stay compliant.
The UK has a more centralized system with fewer filing layers and unified reporting. In contrast, US accounting firms are highly specialized across tax, audit, and advisory due to a complex, multi-layered tax system, varying state-by-state compliance requirements, and the fact that US tax issues often arise early in a company’s US expansion.
There is a significant difference between what financial data is publicly disclosed in the US and UK for small businesses. In the UK, most entities are required to file statutory financial statements to Companies House, making their information public. In the US, only publicly traded companies are required to disclose financial data. Information filed with the IRS is confidential and can only be shared with the taxpayer’s consent.
In the US, this is an important decision, which should be made with guidance from trusted, experienced advisors. Key factors include owner liability protection, funding plans, tax treatment, and the business’ ownership structure.
There is no single best state to form a US entity. The right choice depends on your business model, customer base, and long-term goals. After your due diligence, consult legal and accounting advisors to evaluate each state’s liability protection, tax obligations, and compliance requirements to most suitable location for your US entity.
Processing payroll in the US can be complex. Employers typically choose from three service models:
US banks operate under strict compliance and internal-control frameworks due to the size of the market and higher fraud-risk exposure. As a result, opening a bank account typically takes longer and requires detailed reviews of ownership, control, and documentation. Electronic payments often require additional approvals and formal authorization records. Overall, US banking tends to be more costly, reflecting the heightened compliance, monitoring, and risk-management requirements.
There are a variety of organizations that offer valuable information and support. View the list of organizations that DY USA is a member of to support both our firm and our clients.
*The FAQs provided are for general information purposes only. The information is not, and must not be treated as, professional advice.
