Meet the Team

Alok Birla

Director

Chicago

Alok Birla has been a veteran in the Tax Automation industry in the USA for over 20+ years. Before joining Prosperity Partners in August 2024, he held multiple senior positions in SurePrep, Part of Thomson Reuters over these 20+ years. As a Client Success Manager, he managed many of the Top 25 firms in the country for all their needs relating to SurePrep products like 1040SCAN, SPbinder, Leadsheets, TaxCaddy, Dashboard, APIs, etc. Alok Birla was the lead trainer on all the products, helping conduct web-based and onsite trainings for clients he was managing and for his team. Alok has presented advanced topics at SurePrep Transform and TR Synergy conferences. Alok Birla managed the Outsource service departments for 10+ years providing exceptional service to SurePrep customers.

Alok Birla possesses a keen knowledge of implementing best practices, identifying problems in current processes, working towards solutions to fix the problems and making firms and their multiple offices on a standardized-process journey.

Alok Birla is a Lean Six Sigma – Green belt professional and a Chartered Accountant from India.

  • Favorite thing about my job: I chose to make a career change, and it could not have been at a better organization than Prosperity Partners. It’s all about “We the People” at Prosperity. The highest value is given to both clients and internal employees. The focus on well-being, growth, freedom to choose, and reasonable time to deliver are some important factors I like about this job.
  • What is the best dish you can cook? Indian Masala Chai
  • Favorite vacation you’ve taken: A 3-day road trip to Niagara Falls with my parents, wife, and son. The Toronto Sunset point on Lake Ontario was simply golden.
  • What would the title of your autobiography be? “Let’s find who I am”
  • Favorite movie quote: “Ye hath mujhe dede thakur”
  • If you could have dinner with one Marvel character, who would it be and why? Hulk. I would share the spiciest Indian food and see if he remains green or turns ‘RED’!
  • What would your last meal be? Anything my wife decides to cook before letting me go….