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Sequence Inc. Forensic Accounting

Sequence Inc. Forensic Accounting

Reviews Summary

Most reviews praise Tracy Coenen as an exceptional forensic accountant, highlighting her expertise, thorough analysis, clear communication, and fair pricing. Many note her strong courtroom presence, persuasive reports, and ability to uncover fraud. Several clients appreciate her fixed-fee structure and reliability. However, a few negative reviews mention concerns about professionalism, unexpected delays, and alleged misuse of personal information. The overwhelming majority recommend her services for complex litigation and divorce cases.

About This Listing

Forensic Accounting

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Forensic Accounting

Contact Information

Address

1509 N Prospect Ave Suite 300

Milwaukee, Wisconsin 53202

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7:30AM-5:30PM
Tuesday 7:30AM-5:30PM
Wednesday 7:30AM-5:30PM
Thursday 7:30AM-5:30PM
Friday 7:30AM-5:30PM
Saturday Closed

Customer Reviews

I strongly caution anyone considering working with Tracy L. Coenen CPA/CFF. Tracy is my old neighbor in Naples, FL that I barley know or have had interactions with and has inserted herself into my legal matters. In my personal experience, Tracy weaponized private, personal, and business information for NO reason by creating a public website targeting me. It included my full name, address, businesses, and even a link to my Zillow home listing?resulting in ongoing harassment and safety concerns. She may se

Tracy is the real deal. As a divorce attorney for over 20 years, finding a forensic accountant of her level is not easy. Her resources are unmatched. Her podcast is informative. And her services as an expert are exemplary.

Our firm has worked with Tracy for over 20 years, retaining her as an expert witness in several cases. Her ability to find fraud is second to none, and she writes excellent reports that are easy to understand. We appreciate her fixed fee billing, and have found that she is always very up front about the deposit required and her billing policies. She is a great witness in court and we would not hesitate to recommend her to other attorneys who need an expert on fraud and damages.

Tracy did outstanding work for us. We came to her with a big job and a quick turnaround. She was upfront and clear about what she could do for us, how long it would take, how much it would cost, and her availability. Once we decided to move forward, she needed only a brief discussion of the case to understand it in detail, and was able to point out ways she would be able to help we had not previously thought of. Once she had the (mountains of!) data from us, she worked incredibly hard, left no stone unturne

Our firm has used Tracy Coenen for forensic accounting work in complex litigation. She is always willing to go the extra mile in helping our clients, provides strait forward advice, does not buckle under pressure during depositions, and writes persuasive and compelling reports for consideration by the judge and jury. For these reasons I do not hesitate to recommend Tracy Coenen for forensic accounting work.

I have used Tracy in more than one case. Her fee structure is understandable and fair. Her reports are concise and difficult to challenge. She is a great witness in deposition and trial. She is my go-to forensic accountant.

I've worked with Tracy on two cases and can say that she delivers everything offered: thoughtful, intensive analysis for a fixed price, delivered on time. I have also had the pleasure of speaking with her three times to the American Bar Association on asset searching , and can testify that she knows what she's talking about. If she has time to take your case, don't let the opportunity slip by.

Tracy provided valuable forensic accounting consulting during my high stakes divorce. Due to her keen eye and experience, I could walk into court confident of my financial case. Worth every penny.

I did not have a good experience with Tracy Coenen. I met with her to discuss a litigation case and doing some forensic accounting. We spoke on the phone at first and she told me it would cost about $1k to $1500 per year to audit. I said that was fine. Then I met her at a starbucks (think she works out of her home) and she gave the same pricing. But this time she said she was busy with other work and I had to wait. When she was finally ready to start working (after waiting months for her) she told me he

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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