Services
Trusted Strategic Partners
UK & US Personal Tax COMPLIANCE
Managing tax obligations across both the UK and US can be complicated, especially for individuals who live, work or invest in both jurisdictions.
Our UK–US tax advisors simplify the entire process, ensuring your cross-border tax filings, expat tax obligations and dual-country tax strategy are fully compliant, tax-efficient, clearly explained and aligned with your financial goals.
Whether you are relocating, working abroad temporarily, managing foreign income or balancing multi-jurisdictional investments, our team of tax specialists provide seamless guidance every step of the way.
including preparation of US federal and state returns, UK Self-Assessment returns and required foreign asset reporting
to minimize double taxation and take full advantage of treaty provisions between the UK and US
helping you determine and document your tax status under both systems’ differing rules
for relocations, short-term assignments, remote work arrangements and global workforce mobility
including foreign tax credits, PFICs, UK remittance basis, US Form 3520/3520-A, foreign pensions, and equity compensation
Tax rules between the US and UK differ significantly, especially regarding:
Tax residency
Foreign asset reporting
Double taxation relief
Foreign tax credits
Dual tax implications when selling real estate
Passive foreign investment strategies
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 tax advisors focus exclusively on UK-US tax systems and help you navigate both IRS and HMRC requirements, ensuring you avoid penalties, prevent double taxation and meet all filing requirements.
Testimonials
Trusted by clients facing tax issues on both sides of the Atlantic.
Business Partner
The reason we refer our clients to DY USA is simple, no one is as knowledgeable or as supportive to UK business navigating the US tax landscape than DY USA. The US tax system is incredibly complex and easy (and costly) to get wrong when you don’t know what you’re doing. DY USA has supported our clients for many years to communicate clearly what they need to know and provide them with honest and accurate advice for both their short-term needs and long-term goals.
If you are a UK business with US clients or offices, then there is no one better to support you with your trans-Atlantic tax needs than DY USA.
Will Pendleton
Head of Business Development, Workwell Global, London, England / Austin, Texas
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’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
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 Partner
Consistently reliable and ahead of the curve. As a US commercial lawyer who rises or falls on my own reputation, I’ve been referring my clients to the attentive care of DY USA for 15 years, and always received outstanding feedback and results. Trust in excellence and integrity is essential in this business, and on that basis, I have no hesitation in recommending Rob and his team to bring the most up-to-date knowledge and professionalism to any task and any client they take on. Client well-being is always paramount to DY USA, and they value going the extra mile. I look forward to many more years of collaboration with this truly fine group of professionals.
Jonathan Strassberg
Managing Director, Truecourse Ltd., London
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
UK & US PERSONAL TAX SERVICES
Take control of your UK-US taxes and protect your financial future. Speak with our UK–US tax specialists today.
Speak with our tax specialists to get peace of mind
that your cross‑border tax obligations are handled correctly.
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.
