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Expertise:
  • Tax planning
  • Tax-efficient investments
  • Retirement planning
  • Estate planning
Education:
  • Bachelor of Arts, University of Arizona
  • Master of Science, University of Arizona

Reid Kopald is a seasoned tax manager with over a decade of experience as an Enrolled Agent (EA), known for his knowledge and ability to navigate the complex world of taxation. Reid began his academic journey at the University of Arizona, where he first immersed himself in the realm of reason and logic, earning a Bachelor of Arts in Philosophy in 2007. His quest for knowledge did not end there. In 2010, he continued his education at the same institution, earning a Master of Science in Finance. This unique combination of philosophy and finance has given Reid a rare insight into the intricacies of financial planning and tax management, enabling him to provide insightful and strategic tax solutions.

For the past seven years, Reid has been an integral part of the TFX team, where his skills and knowledge have greatly benefited the firm and its clients. His work at TFX is characterized by a commitment to excellence and a deep understanding of the tax code, allowing him to navigate its complexities with ease and efficiency.

Outside of the office, Reid is an avid outdoorsman and intellectual. He enjoys boating, playing tennis, and gardening, which allow him to connect with nature and cultivate patience and meticulous attention to detail – traits that translate well to his professional life.

The combination of academic training, professional experience, and personal interests makes Reid Kopald a remarkable tax manager. His dedication to his profession, combined with his diverse passions, contribute to his well-rounded approach to tax management and make him a valued member of his clients and the TFX team.

Articles

Social Security benefits as an American living abroad: Everything you need to know

US citizens can usually receive Social Security retirement, disability, and survivor benefits abroad if they qualify and live in a country where the Social Security Administration can send payments. Retirement benefits generally require 40 credits; in 2026, 1 credit requires $1,890 of covered earnings, and 4 credits require $7,...

Guide to IRS Form 9465: Installment Agreement Request

IRS Form 9465 is the official Installment Agreement Request that taxpayers file to set up a monthly payment plan when they cannot pay their federal tax bill in full. The form covers long-term plans of up to 72 months for balances under $50,000, with setup fees ranging from $22 to $178, depending on how you apply and pay. Low-income taxp...

QEF election explained: How to use the Qualified Electing Fund for PFIC reporting

Before diving into a QEF election, it helps to see where the problem begins. Many US shareholders invest overseas and only later learn the IRS treats their fund as a ...

Form 8814: Parent's election to report child's interest and dividends

Form 8814 allows parents to report a child's investment income on their own tax return instead of filing a separate return for the child. This election is generally available when the child is otherwise required to f...