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Workman Forensics

Workman Forensics

Reviews Summary

Workman Forensics receives overwhelmingly positive reviews for their professional, thorough, and engaging forensic investigative services. Customers praise their interactive training programs like "The Investigation Game" and informative webinars, highlighting their expertise in financial investigations, divorce-related asset tracking, and fraud detection. While most reviewers commend their communication, efficiency, and educational approach, one critical review cites concerns about thoroughness in data collection. The majority strongly recommend their services for forensic accounting needs.

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

816 E 6th St

Tulsa, Oklahoma 74120

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-4PM
Tuesday 9AM-4PM
Wednesday 9AM-4PM
Thursday 9AM-4PM
Friday 9AM-4PM
Saturday Closed

Customer Reviews

I am not one to typically write reviews but I got to know Leah and Workman Forensics through their podcast "The Investigation Game" and subsequently attended many of their online webinars and played an online version of their investigation game "The Case of the Man Cave". Even as an experienced forensic accountant I found the game engaging and challenging -- particularly given the time limit. I've been so impressed that I've invited her to come do her full day Data Sleuth seminar for our local ACFE chapter.

If you need the data behind the decision, you need Workman Forensics. This review is about the Investigation Game and Workman Forensic's tireless efforts to educate everyone from successful Forensic Accountants, to people just breaking into the field (like I am), to the general population. I was introduced to W.F. through The Investigation Game podcast. Leah and her team explain complex fraud schemes in layman's terms, helping learners feel confident and inspired. I was lucky enough to Beta test The Inves

I thoroughly enjoyed participating in The Investigation Game: The Case of the Man Cave - on-line version. If you are looking for a fun, interactive, virtual training - you HAVE to try this! Workman Forensics does an excellent job of walking you through all the important steps in an investigation process and then you get to do one yourself. It's so awesome!

Leah is an exceptional forensic accountant and business person. I never hesitate referring my client's to Leah and her team that find themselves in need of her unique services. I always receive great feedback on the work she performs and her tenacious effort on behalf of clients.

If you are going through a divorce, I highly recommend Workman Forensics services concerning financial and asset investigation. Additionally, they offer a wealth of information through their ?Find Money in Divorce? webinars and other resources. Very efficient and professional team to work with.

This information is a game changer to anyone going through a divorce. Divorce is messy and it?s so nice that Workman Forensics has created these affordable webinars, templates and learning materials.

Workman Forensics is who to call when you need forensic investigative help! They are professional, thorough and wonderful at communicating with you about the process they are making in their investigation. I highly recommend Workman Forensics if you are ever in the unfortunate circumstance of needing a forensic investigation.

I contacted Leah over LinkedIn to discuss the Investigation game. She is very knowledgeable and approachable. I highly recommend her for Investigations cases. I would love to work with her in future.

Do not hire this firm. The do not gather any of their own information and simply rely on the employer to send them the data. They simply put it on a spread sheet and build their fees any way possible. After they ?concluded? their ?research? they found nothing to worry about but simply blamed in on loose policies..... then after just 2 more hours on my part I found thousands of dollars that were misappropriated. I informed WF and they basically said oh well, we didn?t go back that far. The only reason th

Very bright people who I like to work with.

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.