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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

What happens to my 401k if I move abroad? A guide for US expats

Moving overseas raises many questions about your finances - especially your retirement savings. One common concern is, what happens to my 401k if I move abroad? Your 401k remains an important asset, but managing it from outside the US requires understanding your options, tax implications, and potential challenges. This article...

6 best ways to spend your tax refund (and avoid regret)

In 2024, the average IRS refund topped $3,138. Most Americans put their refunds toward essentials like savings, paying down d...

Streamlined Procedure: Which Years to File?

Which years to file? If you are behind on your tax returns & want to become compliant, the first question you likely have is - what years do I need to file? The Streamlined Program is an olive branch fro...

What do i need to file my taxes? Your ultimate tax documents checklist

Tax season can feel a bit like preparing for a surprise pop quiz – except this quiz involves your entire financial life, and there’s a deadline. The million-dollar question (or maybe just a few hundred or thousand): What documents do I need for taxes?  Getting organized upfront means ...

Form 8621: A guide for shareholders of passive foreign investment companies

If you've ever felt like tax forms are written in a secret code, you're not alone. Form 8621, or "Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund," is no exception. This guide aims to translate this tax jargon into someth...

Form 5405 explained: How (and when) to repay the first-time homebuyer credit

Still making payments for a home you haven’t lived in for years If you bought your home in 2008 and claimed the First-Time Homebuyer Credit, the IRS might still be expecting a check. And if your living situation has changed – you might...