Tax Deferred Solutions Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

CA based full service plan administrator servicing schools and municipalities. We provide common remitting services, full 403(b) / 457(b) compliance and management, proprietary 457(b) plan implementation.  We specialize in IRS regulation and audit response.

Find Tax Deferred Solutions employees' phone numbers or email addresses

Tax Deferred Solutions Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Tax Deferred Solutions's Leadership

  • Stylized image of a person
    T. A.
    Chief Financial Officer
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  • Stylized image of a person
    C. C.
    Vice President Operations
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  • Stylized image of a person
    D. H.
    President
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  • Stylized image of a person
    W. B.
    Director, Business Development
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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 Info
Location
Last Update
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    D. H.
    President
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    T. A.
    Chief Financial Officer
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    C. C.
    Vice President Operations
    Phone icon
    Mar 06, 2026
  • Stylized image of a person
    W. B.
    Director, Business Development
    Phone icon
    United States
    Feb 18, 2026

Frequently Asked Questions

What is Tax Deferred Solutions known for?

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Tax Deferred Solutions was founded in 1978 operates in the Financial Services industry. The company's main headquarters is located in 6 Upper Newport Plaza Newport Beach, California 92660 United States; you can contact the main corporate office by phone at . Explore Tax Deferred Solutions's company overview page for more information.

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

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Tax 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?

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Tax Deferred Solutions has approximately 18 employees as of December 2025. 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 December 2025, Tax Deferred Solutions's key employees include:

  • Chief Financial Officer: T. A.
  • Vice President Operations: C. C.
  • President: D. H.
  • Director, Business Development: W. B.

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