Privacy Policy

Just Life Financial Services · Effective October 7, 2026

Just Life Financial Services ("we," "us") provides tax preparation and bookkeeping services from 1524 Fulkerth Rd, Turlock, CA 95380. This policy explains what information we collect through this website, how we use it, and the choices you have.

Information we collect on this website

  • What you type into our forms: first and last name, phone number, email address, the service you need, and your text message consent choices.
  • Basic technical information collected automatically, such as browser type, pages visited, and the date and time of your visit. Our website platform uses cookies for this.

Please do not send Social Security numbers, bank information, or tax documents through this website, email, or text. Clients upload those only through our secure client portal.

Tax and financial information of clients

Once you become a client, the tax and financial information you give us is handled under federal privacy rules for financial institutions and tax return preparers, including the Gramm-Leach-Bliley Act and Internal Revenue Code section 7216. You will receive a separate privacy notice at that time. We do not use or disclose your tax return information for any purpose other than preparing your return without your separate written consent.

How we use your information

  • To respond to your request and schedule your free call.
  • To send appointment, document, and service updates you agreed to receive.
  • To send marketing messages only if you separately agreed to receive them.
  • To operate, secure, and improve this website.

Who we share it with

We do not sell or rent your personal information. We share it only with service providers that help us run our business, such as our website and scheduling platform, our secure client portal, and our email and text message providers, and only so they can perform those services for us. We may also disclose information when required by law.

Text messaging: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties.

Your choices

  • Text messages: reply STOP to stop, or HELP for help.
  • Email: use the unsubscribe link in any marketing email.
  • To review, correct, or ask us to delete the information you submitted on this website, contact us using the information below. Some records must be kept to meet legal and professional requirements.

Do Not Track

Some browsers send "Do Not Track" signals. This website does not currently respond to those signals.

Security

We use administrative, technical, and physical safeguards to protect your information, including a written information security plan. No method of transmission over the internet is completely secure, which is why we ask that sensitive documents go only through our secure portal.

Children

This website is not directed to children under 13, and we do not knowingly collect their information through it.

Changes to this policy

If we change this policy, we will post the updated version on this page with a new effective date.

Contact us

Just Life Financial Services
1524 Fulkerth Rd, Turlock, CA 95380
Phone: (209) 622-8982
Email: [email protected]

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