# Meridian Tax — Expat, 1099, FBAR, K-1, S-Corp

> Expat, 1099, FBAR, K-1, S-Corp (iPhone/iPad app by RODRIGO PAGLIERY.)

- Source: https://appshunter.io/ios/app/meridian-tax/id6777253919 (this page in markdown: same URL + `.md`)
- Developer: [RODRIGO PAGLIERY](https://appshunter.io/developer/6777253921)
- Category: Finance, Productivity
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 26.0 · 18 MB
- Languages: American English
- Released: 2026-06-24
- Data updated: 2026-08-23
- User reviews in markdown: https://appshunter.io/ios/app/meridian-tax/id6777253919/reviews.md

## What is Meridian Tax?

Meridian is the financial intelligence system built for the way you actually earn.

If you freelance, consult, create, or run a side business, you know traditional finance apps weren't made for you. Your income is irregular. Your taxes are complicated. Your financial picture is fragmented across gigs, clients, subscriptions, and expenses. And nobody tells you what you owe until it's too late to do anything about it.

Meridian connects the dots.

KNOW YOUR TAXES BEFORE THEY HIT

Stop guessing what you owe. Meridian tracks your income and expenses in real time and calculates your estimated quarterly taxes automatically. See exactly how each transaction affects your tax bill, before it becomes a surprise.

- Estimated federal and self-employment tax

- Quarterly payment schedule (Q1–Q4)

- Log payments and track what you still owe

- "What did this cost me in taxes?" on every transaction

- Tax Reserve tracker — set aside money and watch your funding progress

AI THAT UNDERSTANDS YOUR FINANCES

Meridian's AI doesn't just answer questions, it thinks through your financial decisions with you. Ask anything, get clear guidance.

- "Can I afford to take this month off?"

- "What happens if I raise my rate?"

- "How much should I put aside this week?"

- "Is my business healthy enough to stop taking clients?"

Decision AI analyzes affordability, state moves, entity structure, and hiring — running real scenarios against your actual numbers so you're not guessing, you're deciding with clarity.

A FINANCIAL HEALTH SCORE THAT MEANS SOMETHING

Know where you stand at a glance. Your Financial Health Score breaks down tax readiness, cash reserves, income stability, and spending patterns into a single, honest number — plus actionable steps to improve it.

SMART TRANSACTION TRACKING

Log income and expenses in seconds. Every transaction is automatically categorized, flagged for business vs. personal use, and analyzed for tax impact. Finally, a transaction log built for 1099 life.

- Swipe to edit or delete

- Filter by category, date, or type

- See the tax impact of every expense instantly

WHEN YOUR SITUATION ISN'T SIMPLE

Most tax apps stop at a single Schedule C. Meridian keeps going.

- Multiple businesses, each with its own book-vs-tax P&L

- Rental property, with §469 passive losses tracked year to year

- K-1s from partnerships and S-Corps

- S-Corp election analysis — is it worth it at your income?

- Earning abroad: FEIE vs. Foreign Tax Credit, modelled on your real numbers

- FBAR, FATCA, Form 5471 and Form 3520 — which ones you owe, and when

- A CPA handoff packet your accountant can actually work from

BUILT FOR MODERN EARNERS

Whether you're a full-time freelancer or managing a growing side business alongside your 9-to-5, Meridian is designed for the financial complexity of modern work.

Freelancers. Consultants. Creators. Contractors. Remote workers. Side-hustlers. Commission earners. Americans earning abroad. If your income doesn't come from a single W-2, Meridian was made for you.

PRIVACY AND SECURITY FIRST

Your financial data stays yours. Meridian uses Face ID and AES-256 encrypted storage. We never sell your data.

SUBSCRIPTION

Meridian requires a subscription after a 1-month free trial.

- Monthly: $19.99/month

- Annual: $149.99/year (save 37%)

Subscriptions are billed through your Apple ID. Cancel anytime in Settings → Apple ID → Subscriptions. Payment is charged to your Apple ID account at confirmation of purchase. Subscription automatically renews unless canceled at least 24 hours before the end of the current period.

Privacy Policy: https://rodrigopagliery.github.io/meridian-legal/privacy-policy.html

Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Meridian Premium | $19.99 | per month |
| Meridian Premium Annual | $199.99 | per year |



## Version history (last 5 releases)

### 1.5 — 2026-08-16

Safe Harbor Radar — See the IRS underpayment penalty as it builds, not when you file. Meridian shows what you'd need to pay to stay penalty-proof for the year, tracks each quarterly deadline, and tells you the exact amount to pay now to stop a shortfall growing.

Try before you subscribe — Set up your income and see your tax picture without hitting a paywall first. Premium features unlock when you reach them.

Tax year on every income source — Tag each W-2, 1099 and K-1 with the year it's for, so last year's forms no longer affect this year's estimate or CPA package.

More accurate estimates — Your estimate now applies the correct year's tax brackets, standard deduction and Social Security wage base. The S-Corp savings calculator has been corrected too; previously it overstated potential savings at higher incomes.

Import transactions from CSV — Bring in history from your bank or a previous app.

Fixes and polish — Fixed a screen you couldn't back out of, overlapping buttons on Transactions, and inconsistent text and icons throughout. Every empty screen now offers a clear next step.

### 1.4 — 2026-08-09

Performance and stability improvements.

### 1.3 — 2026-07-06

This update adds powerful new tax intelligence tools and improves core features across the app.

- Legal Intelligence: understand tax code, estimate penalties, and see your audit risk score
- Support for crypto tax (Form 1099-DA), gift tax (Form 709), partnership sales (Form 8308), and senior filers (Form 1040-SR)
- New Tax War Room with year-end planning and entity structure guidance
- Net Worth view rebuilt with tax-adjusted breakdowns by asset type
- New Income Volatility view showing your runway and income floor
- Multi-bank support and easier account management in Bank Sync
- Bug fixes and performance improvements

### 1.2 — 2026-06-29

- Bank sync now connects to real financial institutions via Plaid production
- Improved app launch flow — new users go straight to the app experience
- Face ID unlock restored and more reliable on launch
- Performance and stability improvements

### 1.1 — 2026-06-27

Bug fixes and performance improvements, including:

- Notification bell now shows live alerts for overdue tax payments, unfunded reserves, and cash flow changes
- Tax Reserve card now lets you log deposits and track your savings progress in real time
- Fixed an issue where the tax reserve ring was not updating after adding funds
- Improved accuracy of quarterly tax payment tracking
- General stability improvements

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-23.*
