Just Life Financial

Welcome to the official page of Just Life Financial Services.

For over 21 years, we have proudly served individuals, families, and business owners with professional financial services in full compliance with Federal, State, County, and City regulations.

We operate primarily in California, with licensed professionals providing services both statewide and nationwide, including lending services licensed in 18 different states and life insurance services in California and nationwide.

Our firm provides:

• Individual & Business Tax Preparation
• Sole Proprietor, LLC, S-Corp & C-Corp Returns
• Trust & Fiduciary Returns
• Business Formation & Structuring
• Document Preparation
• Notary Services

Through our licensed divisions and trusted partners, we also provide access to:

✔ Accounting, Bookkeeping & Payroll Services
✔ Mortgage & Lending Services (NMLS licensed professionals — multi-state licensed)
✔ Real Estate Services (California DRE licensed professionals)
✔ Life Insurance & Financial Protection (California & nationwide licensed agents)
✔ Trust & Estate Planning

Our professionals operate under and in compliance with:

• IRS Registered Tax Preparers (PTIN)
• California Tax Education Council (CTEC)
• Department of Real Estate (DRE)
• Nationwide Multistate Licensing System (NMLS — multi-state licensed)
• California Department of Insurance (CDI)
• State & County Notary Commissions
• Federal, State, County, and City regulatory authorities

For the protection of our clients and our firm, we are:

✔ Bonded
✔ Errors & Omissions (E&O) Insured
✔ Professionally Liability Insured

We offer both in-person and virtual services, with:

• Secure client portals
• Encrypted document uploads
• AI-assisted document retention
• Organized digital records year-round

📍 Turlock, CA
Serving California & clients nationwide

Growth has a way of changing everything.
Over the years, Just Life Financial Services has continued to evolve, refining our vision, strengthening our systems, and expanding our impact.
What matters most is not where you start, but how you build, who you become, and the standards you never compromise.
Today, from our headquarters in Turlock, California, we operate year-round with licensed professionals, accountants, strategic advisors, and virtual teams serving clients throughout California and nationwide.
Six years ago, Erica Sanchez joined our firm as an intern.
Today, she stands as a partner, helping lead our next chapter of growth.
We continue forward focused, disciplined, and committed to excellence.
Because when your foundation is built with integrity… progress becomes inevitable!!

Turlock, CA | Serving Nationwide