← Meet the Team
Alena Shurpita, CPA
Alena Shurpita is a Tax Accountant/Associate at Annex Wealth Management.
As a Tax Accountant/Associate, Alena uses leading-edge tax preparation software to ensure the timely and accurate filing of income tax returns. In addition, Alena employs proactive tax planning strategies to help guide individuals and businesses towards making tax-smart decisions and minimizing taxation over time.
Alena joins Annex with extensive experience in financial reporting, treasury operations, budgeting, and tax preparation. Alena holds both a Master of Business Administration and a Bachelor of Finance from Northeastern Illinois University and is a licensed Certified Public Accountant.
Alena attributes enjoying creating ‘financial harmony’ with clients to her time playing piano while growing up.
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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