Robert E. Whittall, CPA, ACA, MAcc
Areas of Expertise
Rob applies a unique cross-border perspective with his first-hand knowledge of the differences between US and UK tax laws, both countries’ underlying cultural nuances, and how to approach each issue from holistic operational and financial management perspectives. Rob specialises in both inbound and outbound international taxation issues for UK and US closely held businesses and individuals. He is particularly knowledgeable in regard to check-the-box tax planning, foreign tax credit utilization, transfer pricing issues, withholding tax issues, income tax treaties, foreign earned income exclusions and IC-DISCs.
With a combined 25 years of professional experience at Dyke Yaxley Limited, a Big Four accounting firm and a top US regional accounting firm, Rob eventually opened the Dyke Yaxley LLC US office in Cleveland, Ohio, where he is managing partner. As a Chartered Accountant, a CPA and a long-term member of the British American Chamber of Commerce, Rob has witnessed and greatly contributed to the growth of small businesses conducting transatlantic commerce between the UK and US. He takes a consultative approach to understanding each client’s goals and explains opportunities, challenges and practical solutions to his clients in a manner that allows them to make actionable decisions and minimize the level of stress involved in addressing US/UK tax requirements.
Born and raised in the UK, Rob has lived and worked in both the US and UK for the past 20 years, allowing him to remain knowledgeable about each country’s tax requirements and maintain ongoing, interactive relationships with his clients. He provides practical and comprehensive counsel and knowledge outside the fundamental tax and accounting issues that clients seek. Rob is able to identify cross-border business operations and office nuances that go beyond tax and accounting challenges as they affect business owners in both countries.
Rob is a member of the American Institute of CPAs, the Ohio Society of CPAs and the Institute of Chartered Accountants in both England and Wales. He earned his Master of Accountancy in Taxation from Cleveland State University and his undergraduate degrees in accounting from Staffordshire University and Reed College of Accounting.
Rob is a past-president of the British American Chamber of Commerce, Ohio . In his free time, he enjoys spending time with his wife and two young sons. He also enjoys playing cricket in the UK.
V-card: Robert E. Whittall