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 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. ...

What happens to my 401(k) if I move abroad? Options, taxes, and expat rules

Your 401(k) usually stays open when you move abroad, and a US citizen does not become a foreign payee just because of a foreign address. The real changes are practical and tax-related: employer-plan access, future contrib...

Is foreign pension income taxable in the US? What expats must know

US citizens and residents must report foreign pension income on Form 1040 regardless of where the pension originated. The IRS taxes most foreign pension distributions under IRC §§ 61 and 72. Tax treaties may re...

15 best tax-friendly countries to retire abroad for US citizens

Choosing where to retire abroad takes more than comparing headline tax rates. For US citizens, the real picture is how local taxes, US filing rules, healthcare, and visa options work together once you actually live there...

Form 1040-V: Payment voucher explained – when, where, and how to pay your taxes

If you owe the IRS money, the last thing you want is for your payment to get lost or misapplied. ...

Estate tax for expatriates: US estate tax guide

For a 2025 death, a US citizen’s federal gross estate can include worldwide assets, while a noncitizen non-domiciliary is generally exposed only on US-situated property. The key filing thresholds are $13.99 million and $60,000, respectively, under current federal rules. Federal estate tax can follow a US citizen abroad because it ...