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Tax Deferred Solutions Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Tax Deferred Solutions is a California-based financial services firm that acts as a full-service plan administrator for schools and municipalities. Its offerings include common remitting services, comprehensive compliance and management for 403(b) and 457(b) plans, and the implementation of proprietary 457(b) plans, with a focus on IRS regulation and audit response. The company serves educational and municipal clients, addressing regulatory complexity and oversight needs in retirement plan administration.
Based in Newport Beach, the firm operates within the financial services industry, positioning itself as a specialist in compliance-driven plan administration for tax-advantaged retirement programs. With a modest and regionally focused footprint, it emphasizes handling regulatory requirements and audit support for its clients.

Find Tax Deferred Solutions employees' phone numbers or email addresses

Tax Deferred Solutions Global Highlights

Location
Employees

North America
20

Minus sign iconPlus sign icon
  • United States Of America
    20

Tax Deferred Solutions's Leadership

  • Stylized image of a person
    T. A.
    Chief Financial Officer
    Mobile Phone
  • Stylized image of a person
    D. H.
    President
    Mobile Phone

Tax Deferred Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Human Resources
  • Business
  • Banking
  • Information Technology
  • Sales
  • Other
  • Business Development

Contact profiles from Tax Deferred Solutions

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. H.
    President
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    T. A.
    Chief Financial Officer
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Tax Deferred Solutions known for?

Minus sign iconPlus sign iconTax Deferred Solutions was founded in 1978 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-866-446-****
. Explore Tax Deferred Solutions's company overview page for more information.

What is Tax Deferred Solutions's most common email format?

Minus sign iconPlus sign iconTax Deferred Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tax Deferred Solutions email formats with LeadIQ.

How many employees does Tax Deferred Solutions have currently?

Minus sign iconPlus sign iconTax Deferred Solutions has approximately 18 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Tax Deferred Solutions's key employees and leadership?

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As of July 2026, Tax Deferred Solutions's key employees include:

  • Chief Financial Officer: T. A.
  • President: D. H.

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