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
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
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
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
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
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
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
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.
