UK–US Tax & Business Advisory

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.

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.

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.