Privacy Policy

Last updated: October 2026

Introduction

Financial Crusaders ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, retain, and safeguard information through our website at financialcrusaders.com (the "Site") and in connection with our services.

By using our Site, you agree to the collection and use of information in accordance with this policy. If you have questions or concerns, please contact us using the information provided at the end of this document.

Information We Collect

We collect only the minimum information necessary to operate our website and respond to inquiries.

• Standard website analytics data, including pages visited, time on site, browser type, device type, and referring URLs — collected through third-party analytics tools such as Google Analytics
• Information you voluntarily submit through contact forms, appointment scheduling tools, or lead magnet downloads — such as your name, email address, and phone number
• Communications you send to us directly via email or phone

We do not collect Social Security numbers, payment information, or other sensitive personal information through our website forms. If you become a tax client, we collect the information needed to prepare your return through a secure client portal, as described in the Tax Services section below.

How We Use Your Information

The information we collect is used solely for legitimate business purposes, including:

• Responding to inquiries and scheduling consultations and strategy sessions
• Providing tax preparation, bookkeeping, tax planning, financial education, insurance, benefits, and other services you request
• Delivering requested resources such as the Tax-Free Retirement Starter Kit™
• Sending relevant educational content and updates, where you have opted in
• Improving our website experience through aggregated, anonymized analytics
• Complying with applicable laws and regulatory requirements

We do not sell, rent, or share your personal information with third parties for marketing purposes.

Cookies and Analytics

Our Site uses cookies and similar tracking technologies to understand how visitors interact with our content. This includes:

• Google Analytics, which collects anonymized browsing data to help us understand site traffic and improve our content
• Squarespace platform cookies necessary for basic site functionality
• Advertising and measurement pixels from platforms such as Meta (Facebook and Instagram) and TikTok, which help us understand and measure our marketing. These are not used on our tax client intake pages.
• Third-party scheduling or form tools, which may set their own cookies

You may disable cookies through your browser settings at any time. Doing so may affect certain features of the Site.

Third-Party Services

We use trusted third-party services to operate our website and communicate with visitors. These may include Google Analytics, Squarespace, email delivery and marketing platforms, and appointment scheduling platforms. Each third party operates under its own privacy policy and data handling practices. We encourage you to review their policies if you have concerns. For tax clients, we also use secure tax preparation, document management, e-signature, and client portal providers.

We do not control and are not responsible for the privacy practices of any third-party websites linked from our Site.

Data Retention

We retain your information only for as long as necessary to fulfill the purposes outlined in this policy, or as required by applicable law. You may request deletion of certain personal information by contacting us directly, subject to applicable legal, regulatory, contractual, security, and record-retention requirements. We may need to keep certain records, including tax records, to meet legal and professional obligations, as described in the Tax Services section below.

Your Rights

Depending on your location, you may have rights regarding your personal information, including the right to access, correct, or delete data we hold about you. Residents of certain jurisdictions — including California (CCPA) and Canada (PIPEDA) — may have additional rights under applicable privacy laws.

To exercise any of these rights, please contact us using the information below.

Children's Privacy

Our Site is not directed to children under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately.

Tax Services

This section applies to tax preparation and related services provided by Financial Crusaders LLC, doing business as Financial Crusaders Tax Advisory Services ("we," "us," or "our"). It supplements the rest of this Privacy Policy. If there is a conflict, this section controls for tax services.

Information we collect

When you contact us through our website, we may collect your name, email address, telephone number, the service you are interested in, and your preferred way to be contacted.

If you become a client, we may collect information needed to prepare your return and provide our services, such as Social Security numbers or taxpayer identification numbers, dates of birth, identity documents, income and employment records (for example W-2s, 1099s, and K-1s), bank and brokerage information, dependent information, and business or organization records. You provide this information through our secure client portal or another secure method we approve.

Please do not send Social Security numbers, account numbers, or tax documents through our website forms or by regular email.

How we use your information

• To respond to your inquiry and schedule consultations
• To prepare, review, and file tax returns and provide the services you engage us to perform
• To communicate with you about your engagement, including by secure portal, email, or telephone
• To bill for our services, protect against fraud and identity theft, and keep our records
• To comply with legal and professional obligations

We do not sell your personal information.

Use and disclosure of tax return information (IRC Section 7216)

Federal law restricts how tax return preparers may use and disclose tax return information. We use tax return information only to prepare and file your return and to provide related services, unless the law permits another use or you give us your written consent.

We will not use your tax return information to identify or offer you other, non-tax products or services unless you have first given us a separate written consent that describes the use. We will not disclose your tax return information to another person or company for a purpose other than preparing your return unless the law permits it or you have given us a separate written consent that names the recipient and the purpose. Consent is optional. Your tax preparation services are not conditioned on it, and you may decide not to give it.

How we share information

• Service providers that help us deliver our services, such as our tax software, secure client portal, document storage, e-signature, and email providers. We take steps to confirm these providers protect your information.
• Tax authorities, such as the IRS and state agencies, when we file returns or respond to their requirements
• Other qualified preparers or reviewers who assist us with your return, under our confidentiality and data-security requirements
• Others when the law requires it, such as in response to legal process, or when you have given us written consent

We do not intentionally access, process, or transfer taxpayer information outside the United States without a specific review and any consent the law requires.

Keeping tax information separate from marketing

We keep tax client information separate from our marketing activities. Being a tax client does not mean we will market other services to you using your tax return information.

How we protect your information

We maintain a written information security plan with administrative, technical, and physical safeguards that are appropriate to the sensitivity of the information we handle. These include limiting access to people who need it, requiring unique accounts and multi-factor authentication where supported, encrypting information in transit and on approved devices, and using a secure portal for sensitive documents. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

How long we keep information

We retain tax records and related client information for the period required by applicable law and our record-retention policy, generally seven years after the return is filed or the engagement ends, unless a longer or shorter period is appropriate based on legal, regulatory, contractual, or legitimate business requirements. When we no longer need the information, we dispose of it securely.

Your choices and questions

You may ask us about the information we hold about you or ask us to correct it, subject to our legal and record-keeping obligations. You may decline any optional consent without affecting your tax preparation services. To contact us, email info@financialcrusaders.com or call (609) 557-7886.

If you believe your tax return information has been used or disclosed improperly, you may contact the Treasury Inspector General for Tax Administration (TIGTA) at 1-800-366-4484 or visit tigta.gov.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date at the top of this page. We encourage you to review this policy periodically. Continued use of the Site after any changes constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or our data practices, please reach out: