- Our Services
Legacy Elevation Group
Mission
Mission
About Us
Who We Are
Legacy Elevation Group, a division of Finances & Legacy, focuses on providing strategic consulting services designed to help businesses, nonprofits, and agricultural entrepreneurs navigate complex tax laws, policy changes, and succession planning.
Our goal is simple: Equip our clients with the knowledge, resources, and strategies they need to prosper today—and secure their tomorrow.
Core Areas of Expertise:
Business Tax Strategy & Compliance
Agricultural Policy and Tax Planning
Grant and Funding Navigation
Policy Monitoring & Updates
Legacy Building and Succession Planning
Customized Consultation and Support Services
🌱 Our Divisions:
➤ Agriculture Division (Led by Faith Jefferson)
URL: www.FinancesAndLegacy.com/LegacyElevation/Agriculture
Overview
The Agriculture Division specialises in supporting farmers, ranchers, agricultural entrepreneurs, and rural business owners.
Our team, led by Faith Jefferson, provides comprehensive tax strategies, grant and policy guidance, and succession planning tailored specifically for agricultural industries.
Services We offer
Services We offer
Tax Strategy for Farmers & Agribusiness
Schedule F Optimisation & Entity Structuring
USDA/FSA Grant Application Assistance
Policy Alerts for State and Federal Agriculture Updates
Land and Legacy Planning for Farm Families
Meet Our Lead Policy Strategist – Faith Jefferson
Faith Jefferson brings a deep passion for agriculture, sustainability, and rural empowerment to Legacy Elevation Group.
A graduate of North Carolina A&T State University’s School of Agriculture, Faith specializes in agricultural policy, rural development, and sustainable farming practices. She actively monitors federal and state legislative changes to help agricultural clients stay compliant, competitive, and positioned for long-term success.
With family roots in farming communities and a mission to protect land legacies, Faith works closely with farmers and agricultural businesses to turn challenges into opportunities.
Quick Facts:
Degree: B.S. in Agricultural Economics, North Carolina A&T State University
Specialty Areas: Policy Strategy, Grant Navigation, Succession Planning
Personal Quote:
“Agriculture is more than an industry—it’s our future. I’m committed to helping today’s farmers build legacies that last for generations.
Business Tax Strategy Division
Our Business Tax Strategy Division provides tax planning and compliance services to entrepreneurs, nonprofits, and small businesses across diverse industries.
Whether you’re growing a startup, managing a mature company, or running a nonprofit, our team delivers strategies that minimize liabilities, maximize growth opportunities, and position you for long-term financial health.
Services:
Tax Strategy for LLCs, S-Corporations, and Nonprofits
Entity Structuring and Tax Classification Guidance
IRS Compliance Monitoring and Filing Assistance
Grant and Loan Opportunity Guidance for Small Businesses
Policy Updates: New Tax Laws Impacting Businesses and Nonprofits
Bio
Datrick Jefferson, founder of Finances & Legacy and Legacy Elevation Group, is a seasoned tax strategist and business consultant with over 20 years of experience helping individuals, businesses, and nonprofits succeed.
A graduate of Clark Atlanta University and a lifelong entrepreneur, Datrick combines real-world experience with professional insight to deliver financial solutions that help clients grow, protect, and pass on their wealth.
His philosophy is simple: strategic planning today leads to generational prosperity tomorrow.
Quick Facts:
Degree: B.A., Clark Atlanta University
Specialty Areas: Business Tax Planning, Entity Structuring, Policy Navigation
Personal Quote:
“Every great legacy begins with a sound strategy. I’m here to help you build it.”