Learn more from our

Client Services team:

888-474-2252

support@pgcalc.com 

Monday – Friday

8:30 – 6:00 ET

Our Client Services Team

Samantha Akiha, Client Services Advisor

Brian Armstrong, Client Services Advisor

Jeffrey Frye, Associate Director for Gift Planning

Michael Heep, Client Services Advisor

Jen Wickham, Senior Client Services Advisor

Tina Yelle, Vice President, Client Services

Gift Calculation Service

Why Use PG Calc?

Value
PG Calc can provide the right calculations for your situation at a surprisingly affordable price.

Expertise
We will work with you to help determine which calculations are appropriate.

Accuracy
PG Calc has all the latest IRS rules and industry information at our fingertips.

Available to Everyone
Even our software clients may need this service from time to time.

Call Us with Any Questions
There is no fee just for talking!

Pricing

 

Service Fee/Rate
CGA proposals, CRT projections, or other deduction calculations $100/each*
Closing Documentation after Calculation $50/each*
Closing Documentation without prior Calculation $150/each*
Unusual or complex gift situations $195/hour
Proposal & Closing Documentation (including agreement) $150/each*

*If this gets overly complex, it will move to the next rate of $195/hour.

 

Order Your Gift Calculations Now!


How Can We Help?

Not sure about our Gift Calculation Service? Give us a call to discuss, or send us an email message using the address support@pgcalc.com. We’re always happy to hear from you!
Vice President, Client Services

Contact Tina Yelle

Have a question or feedback for us?