FREE Tax Organizer & 2026 Checklist
Pick one up FREE at any Q.C. area…
&
AmeriFile Offices in Moline / Davenport
1) Use this envelope to collect all of your tax documents such as;
W-2’s, 1099’s, bank statements, etc.
2)Bring to AmeriFile! We take advantage of all of the new tax law changes to get you the biggest refund possible!
Use the “What to Bring ” checklist on the back of envelope
“I love the reminder checklist on the back of the envelope and that it is free at the Jersey Mike’s I go too!”
Why Quad Cities Residents Choose AmeriFile…
Accurate. Affordable. Local. Trusted for 40 Years.
✔ “Half the Price” when you switch from other preparers like H&R Block
✔ $5 Donated to King’s Harvest & Q.C. Paws for every new return
✔ You get 40th year Birthday Gift Pack with FREE Jersey Mike’s, Country Style, Rudy’s Tacos, Applebee’s, Happy Joe’s, Malibu Jacks, and much more.
✔ Biggest refund possible under all new tax laws
✔ Choose from 3 convenient options:
✔ Pay our fees from your refund ask your preparer
✔ IRS Letter & Audit Help available year round
✔ Locally owned since 1986 trust our 40 years experience
✔ Two convenient locations Moline/Davenport
What to Bring
Schedule your tax appointment for Drive-Thru or In-Person. Call Moline or Davenport
Review checklist.
Bring Photo ID
For fastest service, make a copy of taxpayer & spouse ID.Bring a copy of last year’s taxes (only if you did not use AmeriFile last year)
Make sure to bring social security numbers for everyone on your taxes!
HOW TO GET STARTED WITH AMERIFILE!
1. Collect your tax documents
W-2s, 1099s, last year’s return, and anything else you think might matter. Use our checklist on our organizer envelope (view here). Don’t worry, when we review your taxes we will help you get anything you may have missed!
2. Choose how to get them to us (3 Convenient Options)
• Drive-through drop-off at our Moline location
• In-person appointment at Moline or Davenport
• Secure online upload from your phone or computer
3. We prepare and e-file your return
We apply every new tax law we legally can to get you the biggest refund possible, while making sure the IRS receives an accurate, clean return so you don’t have to worry about letters or mistakes!
Tax Organizer FAQs
Does the tax organizer guarantee a bigger refund?
The organizer itself doesn’t guarantee a bigger refund — using it properly does. Our organizer is designed to help you gather all the information and documents needed so nothing is missed, which helps our team get you the largest, safest, and most accurate refund possible.
The AmeriFile organizer is more than a folder — it’s a step-by-step checklist built by tax professionals with 40 years of experience. It:
Helps prevent missing documents
Highlights common deductions and credits
Keeps everything organized for faster preparation
Makes your review smoother and easier
It saves time, reduces stress, and helps your return get done right the first time.
Do I need an appointment to get a tax organizer?
No appointment is needed. You can pick up an AmeriFile tax organizer anytime at our offices or participating local locations. Many clients grab one and start gathering their documents before tax season even begins.
Can you mail a tax organizer to me?
Yes. If you’re unable to pick one up, AmeriFile can mail a tax organizer to you. Just call us or request one online and we’ll take care of it.
What if I lost my tax organizer?
No problem at all. Just stop in or call AmeriFile and we’ll replace it. Many clients use more than one organizer during the season.