Privacy Policy
The Paralegal Group LLC & TPG Document Services LLC
Effective Date: September 6, 2026
The Paralegal Group LLC and TPG Document Services LLC respect your privacy and are committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, store, protect, and disclose information when you visit our website, request services, submit online forms, make payments, communicate with us, or otherwise interact with our companies.
For purposes of this Privacy Policy, “The Paralegal Group,” “TPG,” “we,” “our,” and “us” may refer collectively to The Paralegal Group LLC and TPG Document Services LLC, as applicable to the service being provided. TPG Document Services LLC is a California company managed by The Paralegal Group LLC.
The Paralegal Group provides professional services that may include nationwide tax preparation and bookkeeping services, non-attorney bankruptcy petition preparation services where permitted by law, administrative and business support services, and other permitted professional services. TPG Document Services LLC provides California document preparation and related administrative services.
Neither The Paralegal Group LLC nor TPG Document Services LLC is a law firm. We do not provide legal advice, legal opinions, legal strategy, legal representation, or court representation.
1. Information We Collect
We may collect personal information that you voluntarily provide to us, including your name, telephone number, email address, mailing address, date of birth, identification information, business information, case or matter information, court or agency information, financial information, tax information, income and expense records, bookkeeping records, creditor and debt information, asset information, bankruptcy-related information, payment information, intake responses, documents, tax records, financial records, court documents, and other materials you provide in connection with requested services.
We may collect information through our website, intake forms, telephone calls, text messages, email, social media, advertisements, Facebook or other lead forms, scheduling systems, payment platforms, document portals, and other communication methods.
Our website may also automatically collect certain technical information, including IP address, browser type, device type, operating system, pages visited, referral source, approximate geographic information, website activity, and analytics information.
2. How We Use Your Information
We may use information you provide to respond to inquiries, determine which requested services we can provide, communicate with you, prepare documents based on information supplied by you, provide tax preparation services, provide bookkeeping services, prepare non-attorney bankruptcy documents, provide administrative services, process payments, maintain client files, schedule appointments, send intake forms and service agreements, provide status updates, send invoices and payment reminders, maintain tax and business records, improve our website and services, prevent fraud or misuse, protect our business systems, and comply with applicable federal, state, and local laws and regulatory requirements.
We do not use information provided to us to give unauthorized legal advice or make legal decisions on behalf of clients.
3. Tax Preparation Services
The Paralegal Group LLC may provide tax preparation services nationwide, subject to applicable federal and state requirements. In connection with tax preparation services, we may collect Social Security numbers, taxpayer identification numbers, dates of birth, dependent information, employment information, income records, Forms W-2 and 1099, prior-year tax returns, banking information, deductions, expenses, business records, identity documents, and other information necessary to prepare or electronically file a tax return.
Tax information may be processed using professional tax preparation software and may be transmitted to the Internal Revenue Service, state taxing authorities, financial institutions, authorized electronic filing systems, or other parties when necessary to provide services requested or authorized by the client.
Tax information will be handled in accordance with applicable federal tax privacy and disclosure requirements.
4. Bookkeeping Services
The Paralegal Group LLC may provide bookkeeping services nationwide to individuals and businesses. Clients may provide bank statements, transaction records, receipts, invoices, payroll information, income and expense records, accounting records, business information, financial statements, and access to certain financial or bookkeeping platforms.
This information is used to perform requested bookkeeping, reconciliation, record organization, reporting, and related administrative services.
5. Bankruptcy Petition Preparation Services
The Paralegal Group LLC may provide non-attorney bankruptcy petition preparation services where permitted under applicable federal, state, and local law. Clients requesting these services may provide information regarding income, expenses, assets, debts, creditors, property, financial accounts, tax returns, employment, lawsuits, judgments, and other financial matters.
Bankruptcy document preparation services are limited to preparing or typing documents using information supplied by the client. We do not provide legal advice on whether a person should file for bankruptcy, which chapter to file under, which exemptions to claim, whether property is protected, how debts should be classified, or any other legal decision.
6. California Document Preparation Services
TPG Document Services LLC provides California document preparation and related administrative services. Information collected for these services may include court information, party names, family information, financial information, case numbers, documents, supporting records, filing information, and other information provided by the client.
TPG Document Services LLC prepares documents based on information and direction supplied by the client and does not provide legal advice or representation.
7. SMS and Text Message Communications
By providing your telephone number, submitting an inquiry, completing a form, checking an SMS consent box, requesting communication, or otherwise consenting to text communications, you may receive informational text messages from us.
Messages may concern inquiries, appointments, intake requirements, document preparation, tax preparation, bookkeeping, bankruptcy document preparation, account information, invoices, payment reminders, service updates, customer support, or requested follow-up communications.
Message frequency varies. Message and data rates may apply. Reply STOP or CANCEL to unsubscribe. Reply HELP for assistance. Consent to receive SMS communications is not a condition of purchasing any service.
8. SMS Consent and Mobile Information
We do not sell, rent, trade, or share SMS consent information or mobile telephone numbers with third parties or affiliates for their marketing or promotional purposes.
SMS information may be provided to technology or telecommunications providers when reasonably necessary to deliver messages, maintain security, prevent fraud, or comply with applicable law.
9. How We Share Personal Information
We do not sell personal information.
We may disclose information when reasonably necessary to provide requested services or operate our business. This may include disclosure to payment processors, banks, tax preparation platforms, bookkeeping and accounting platforms, electronic filing providers, document-signing platforms, customer relationship management systems, website hosting providers, cloud storage providers, email providers, telecommunications providers, scheduling systems, administrative personnel, contractors, technology providers, security providers, government agencies, taxing authorities, courts, or other service providers.
We may also disclose information when directed or authorized by a client or when disclosure is required by law, subpoena, court order, tax authority, government request, regulatory requirement, or other legal process.
10. Service Providers and Contractors
We may use third-party companies, independent contractors, technology providers, administrative personnel, and professional service providers to assist with business operations.
These parties may receive limited access to information when necessary to perform services on our behalf and are expected to maintain appropriate confidentiality and security protections.
11. Payment Information
Payments may be processed through third-party payment processors, banks, invoicing systems, or electronic payment platforms. We generally do not store complete credit or debit card numbers directly on our website.
Payment providers may collect and process payment information in accordance with their own privacy policies, security practices, and terms.
12. Cookies, Website Analytics, and Advertising
Our website may use cookies, pixels, analytics tools, advertising technologies, and similar technologies to understand website traffic, improve functionality, measure advertising effectiveness, identify referral sources, and improve the visitor experience.
Third-party advertising or analytics providers may collect information in accordance with their own privacy practices. Visitors may control certain cookies through their browser settings or the website's privacy controls.
13. Client Documents and Sensitive Information
Because of the nature of our services, clients may provide sensitive personal or financial information, including Social Security numbers, taxpayer identification numbers, bank records, tax returns, income records, financial statements, bankruptcy information, creditor information, court records, criminal records, family information, immigration-related information, identification documents, or business records.
We use such information only for legitimate business purposes, requested services, regulatory compliance, recordkeeping, security, and other purposes permitted by law.
Clients are responsible for providing accurate information and reviewing documents and information before signing, filing, transmitting, or otherwise using them.
14. Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, misuse, loss, or destruction.
Security measures may include password protection, authentication procedures, access restrictions, cloud security measures, encryption where appropriate, internal confidentiality procedures, security software, and limitations on employee or contractor access.
No electronic storage or transmission system can be guaranteed to be completely secure, and we cannot guarantee absolute security.
15. Data Retention
We may retain personal information, tax records, bookkeeping information, client documents, payment records, communications, service records, and other business information for as long as reasonably necessary to provide services, maintain business records, comply with tax and regulatory obligations, resolve disputes, enforce agreements, protect our business, or satisfy other legitimate business requirements.
Information may be archived, deleted, or securely destroyed when it is no longer reasonably necessary, subject to applicable record-retention requirements.
16. Your Privacy Choices
You may contact us to request correction or updating of certain personal information.
Depending on applicable law and the nature of the information, you may also have rights to request access to or deletion of certain information. These rights may be subject to exceptions for tax records, financial records, legal obligations, fraud prevention, regulatory requirements, contractual obligations, security, and legitimate business recordkeeping.
SMS communications may be discontinued by replying STOP or CANCEL.
17. State Privacy Rights
Because certain services are offered nationwide, residents of some states may have additional privacy rights under their state's privacy laws.
Depending on applicable law, these rights may include requesting access to personal information, requesting correction, requesting deletion, obtaining information about certain uses or disclosures, or exercising other privacy rights.
Not all rights apply in every circumstance, and certain information may be exempt from privacy requests when retention or processing is required or permitted by law.
18. California Privacy Rights
California residents may have additional rights regarding personal information under applicable California privacy laws, including rights to request access, correction, or deletion of certain personal information and information concerning certain collection, use, or disclosure practices.
California privacy requests may be submitted using the contact information contained in this Privacy Policy.
19. Children’s Privacy
Our website and services are not directed to children under 13, and we do not knowingly collect personal information directly from children under 13 without appropriate authorization.
Information concerning children or dependents may be provided by parents, guardians, taxpayers, or clients when reasonably necessary for tax preparation, family-related document preparation, court filings, or other requested services.
20. No Attorney-Client Relationship
Neither The Paralegal Group LLC nor TPG Document Services LLC is a law firm. Communications with either company do not create an attorney-client relationship and are not protected by attorney-client privilege solely because they are communicated to us.
We do not provide legal advice, legal strategy, legal opinions, legal recommendations, or legal representation. Clients requiring legal advice or representation should consult a licensed attorney.
21. Third-Party Websites and Services
Our website may contain links to government websites, court websites, tax agencies, payment processors, scheduling platforms, social media websites, document systems, tax software, accounting platforms, or other third-party websites.
We are not responsible for the privacy, security, content, or practices of third-party websites or services.
22. Changes to This Privacy Policy
We may revise this Privacy Policy periodically to reflect changes in our services, companies, business practices, technology, legal requirements, or privacy practices.
The current version will be posted on our website with the applicable effective or updated date.
23. Business Entities and Contact Information
This Privacy Policy applies, as applicable, to the following affiliated businesses:
The Paralegal Group LLC – Corporate
Corporate Office – Tampa, Florida
Opening November 1, 2026
Phone: (855) 744-2013
Email: Info@paralgroup.com
Website: www.ParalGroup.com
TPG Document Services LLC
California Document Services Office
10940 Wilshire Blvd., Suite 1600
Los Angeles, CA 90024
Phone: 310-954-0793
Email: Info@paralgroup.com
Website: www.ParalGroup.com
Privacy-related inquiries regarding either company may also be directed to Info@paralgroup.com or (855) 744-2013.