Profile
ROBBIE SCHOONMAKER
ListedPocatello Tax-Aware Financial Planning and Tax Services
About
About
Matterhorn Financial Planning LLC is based in Pocatello, Idaho and works with individuals on tax-aware financial planning and related tax services.
The firm describes a fee-only hourly advice model and offers one-time financial planning, tax consulting for ISOs, NSOs, and RSUs, personal tax preparation for planning clients, and…
Matterhorn Financial Planning LLC is based in Pocatello, Idaho and works with individuals on tax-aware financial planning and related tax services. Robbie Schoonmaker is listed with a CPA credential and over 20 years of experience helping individuals reach financial goals, with prior work noted at PricewaterhouseCoopers, Arthur Andersen, a multi-family office, and a family office.
The firm describes a fee-only hourly advice model and offers one-time financial planning, tax consulting for ISOs, NSOs, and RSUs, personal tax preparation for planning clients, and investment advice tailored to a client’s 401(k) and values. Its planning approach emphasizes education around options, risks, and tradeoffs rather than directing clients toward a single answer.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| Bookkeeping services | Standard | ||
| Tax services | Standard | ||
Service areas
Service areas
Pocatello, ID
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