The TruePoint Analytics team offers excellence in accounting, auditing, taxation, forensic accounting and fraud detection, economic damages, business valuation and are subject matter experts in accountants’ malpractice and liability. Our accomplished professionals have experience as certified public accountants with “Big 4” accounting firm experience, industry financial executives, and senior executive management positions within the Internal Revenue Service. Our team draws on its collective experience and provides collaborative value in a vast array of cases and litigation matters.

William Holmes

Senior Managing Director

William (Bill) Holmes has approximately 32 years of experience in public and private industry accounting, financial and public reporting, financial analysis, forensic accounting, commercial economic damages, business valuation, and family law matters. Mr. Holmes is also a subject matter expert in claims involving accountants’ liability.

Bill began his career in Portland, OR at an international “Big-4” public accounting firm and was a corporate controller and principal accounting officer for a publicly traded international manufacturing and technology company.

Credentials & Education

• Certified Public Accountant – Arizona, California, Oregon, Washington, California
• Certified Fraud Examiner (CFE)
• Certified Valuation Analyst (CVA)
• Accredited in Business Valuation (ABV)
• Bachelor of Science – Business Administration & Accounting, Oregon State University

Professional Associations

• American Institute of Certified Public Accountants (AICPA)
• Arizona, California, and Oregon Society of Certified Public Accountants
• Association of Certified Fraud Examiners (ACFE)
• National Association of Certified Valuators and Analysts (NACVA)
• Vice-Chair – Accountants’ Specialized Litigation Group, Defense Resource Institute (DRI)
• Oregon Board of Accountancy Complaints Committee 2013-2018 (BOACC)

Notable case experience

DOWNLOAD CV

Ask Bill about:

• His daughters, time on non-profit boards, real estate, and boating

Ryan Smith

Managing Director of Litigation and Business Valuation Services

Ryan Smith has approximately 25 years of experience in financial and public reporting, financial analysis, auditing, financial forensics, economic damages, and business valuation.

Ryan began his career in accounting and finance at Evergreen International Aviation, a world-wide aviation company located in McMinnville, OR. Mr. Smith served the Company for approximately 14 years and was the Vice President of Finance and Chief Financial Officer.

Credentials & Education

• Certified Valuation Analyst (CVA)
• Bachelor of Science – Finance, Linfield College

Professional Associations

• National Association of Certified Valuators and Analysts (NACVA)
• Accountants’ Specialized Litigation Group, Defense Resource Institute (DRI)

Ask Ryan about:

• Golfing, fishing, Dallas Cowboys, and his side-by-side

Zach Brumbelow

Managing Director of Data Analytics and Data Science services

Mr. Zach Brumbelow has over 20 years of experience in accounting, finance and the securities industry to provide analysis in complex disputes and data investigations. He applies a combination of accounting, data science skills, and business knowledge to solve complex financial matters. He has assisted legal counsel and corporate clients in the analysis of construction cost disputes, accounting investigations, class action certification and damages, financial restatements, securities fraud, cryptocurrency disputes, labor disputes, lost profit analysis, and securities litigation.

Credentials & Education

Mr. Brumbelow is a licensed CPA with the State of Oregon, is certified in Financial Forensics by the American Institute of Certified Public Accountants, and is a Certified Fraud Examiner with the American Association of Certified Fraud Examiners. Zach earned a Masters of Science degree in financial analysis from Portland State University and a Bachelors degree in Business Administration and accounting from the University of Portland.

Professional Associations

Ask Zach about:

John Irwin

Managing Director

Robert Lavanway

Managing Director

Robert LaVanway is an executive leader and nationally recognized figure in the Tax field where he serves as an industry expert specializing in both state and federal government entities. As a member of the Senior Executive Service (SES), Mr. LaVanway led tax administration activities for corporations, subchapter S corporations, and partnerships with assets greater than $10 million, and he was responsible for administering the tax law that affects individuals with international activity.

Credentials & Education

Mr. LaVanway is an enrolled agent, licensed to practice before the IRS on all tax matters. Most notably, are his consulting services for the private and public sectors as he draws from a career in leading government initiatives, including the implementation of significant tax legislation.

Mr. LaVanway has led several complex transformational initiatives resulting in breakthrough national and international solutions. His broad work and executive leadership across many Internal Revenue Service (IRS) disciplines has produced nationally recognized accomplishments that include:

– The Credit Card and Third-Party Reporting (Form 1099-K) legislation
– The IRS highly acclaimed Taxpayer First Act (TFA) and Inflation Reduction Act (IRA) legislative initiatives

Other Accomplishments Include:

– Multiple transformational changes enhancing the IRS taxpayer/customer experience
– National leadership of reengineering of recruiting, hiring, training, and organizational redesign criteria, maximizing efficiencies for the employee and taxpayer experience

Experienced Senior Executive Officer with an accomplished record of working in the government administration industry. Skilled in Customer Relationship Management (CRM), Executive Coaching, Business Transformation, and Project Management. Strong leader and business development professional with a Bachelor’s degree focused in Business Administration from XX.

Executive Director
Internal Revenue Service

XX 19XX – August 2023 XX years XX months

David Roche

Managing Director

Laura Saxton

Client operations manager