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.
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
Business
We’ve really enjoyed working with DY USA and see them very much as a trusted partner rather than just an adviser. From the start, the team took the time to understand both our business and the realities of operating across the US and UK, which made a big difference. Their advice is always clear, pragmatic, and grounded in what actually works for us commercially.
Just as importantly, they’re extremely responsive and easy to work with. We always feel supported, well informed, and confident in the decisions we’re making with DY USA alongside us.
Dan Carroll
Managing Director, BMS Tech Sales Inc, London / Delaware
Business
We were naïve to the numerous filing requirements and US legislation, and our US accountant at the time was not knowledgeable about international companies. When I came across Rob Whittall, he explained the requirements simply and pointed out where we needed to alter our approach.
I am relieved that our business and taxes are in safe hands and delighted to have chosen DY USA as our accountants. We tidied up numerous historical inaccuracies and created a straight-forward and transparent correction with the IRS.
One of the most value pieces of working with DY USA is its one-to-one efficient system. The human element is so valuable, and time is freed up without lots of typical digital back and forth. If I have a question, it is answered swiftly and efficiently at any time. It’s not the typical annual scramble – everything works smoothly to a process but with a personal touch every time.
I recommend DY USA to anyone working transatlantic businesses!
Bryan Batstone
Director & CEO, The Salon House, Champaign, 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
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
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
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.
