STACEY SUMMERS
Tax Manager
Lucas Horsfall
Stacey Summers is a CPA who has worked in tax, accounting, and advisory for over 3 decades in the Southern California area. Summers brings elite expertise in tax compliance, strategic accounting, and comprehensive business consulting. Recognized for her deep technical acumen, Summers serves as a trusted advisor to a diverse portfolio of clients.
As a member of the Estate and Trust team at Lucas Horsfall, Summers heads the department in preparation of court-admissible fiduciary accountings in compliance with the California Probate Code. Partnering with trust and estate attorneys, professional fiduciaries, and individual executors, she handles the process of reconstructing financial records and formatting the mandated statutory schedules.
