About AA Limited

The CPA who became your real estate advisor.

When you understand your clients' finances as deeply as we do, helping them make one of the biggest financial decisions of their lives just makes sense.

Albert, CPA and real estate agent at AA Limited, in the Colorado mountains

Albert

CPA & Real Estate Agent

Our Story

It started with a simple observation.

With over 10 years of experience in accounting and finance, I've seen the numbers from every angle. I started my career in industry — working inside companies, watching every transaction come together, and building the financial statements that told the story of a business. I understood the processes, the people, and the decisions behind every line item.

Then I moved into public accounting, doing auditing and tax work — this time seeing the financials from the outside in. That dual perspective gave me something most advisors don't have: a complete picture of how businesses actually work, financially and operationally.

I hold an MBA with a double major in Accounting and Finance from the Zicklin School of Business in New York, and I'm a licensed CPA in both New York and Colorado. I also serve as an Assistant Professor of Accounting at the University of Denver — bringing the same clarity and depth I bring to the classroom directly to my clients.

As a CPA working closely with small business owners, I kept seeing the same thing: my clients were making major real estate decisions without anyone in their corner who truly understood their financial picture. Most real estate agents are great at selling homes — but they're not looking at your tax situation, your entity structure, or how a transaction fits into your broader financial plan. I am.

That insight made it natural to get my real estate license. Now I help clients on both sides — keeping their books clean, minimizing their tax burden, and when the time comes, listing their home for just 1% so they keep more of what they've built.

I founded AA Limited CPA on a simple belief: every client deserves honest advice, responsive service, and an advisor who genuinely cares about their long-term success. When you work with me, you're not just hiring someone to prepare your tax return or sell your home — you're gaining a trusted partner who is invested in your financial future.

Why It Works

Two disciplines. One trusted advisor.

01

Financial Clarity

As your CPA, I already know your income, your tax situation, and your financial goals. That context shapes every real estate recommendation I make.

02

Lower Costs

I list for 1% because I believe in keeping your costs low — the same philosophy that drives my tax and accounting work. You should keep more of what you earn.

03

Integrated Advice

Buying or selling a home has tax implications. Entity structure affects real estate investment. I connect the dots so nothing falls through the cracks.

04

Castle Rock Roots

We're local. We know the Castle Rock market, the community, and the people. This isn't a remote service — it's a relationship built right here.

Credentials

Licensed. Educated. Experienced.

CPA Licensed — New York & Colorado
Licensed Real Estate Agent — Colorado
MBA — Accounting & Finance, Zicklin School of Business, NY
10+ Years in Industry & Public Accounting
Assistant Professor — Accounting, University of Denver

Let's work together.

Whether you need a CPA, a real estate agent, or both — I'm here to help. Schedule a free consultation and let's talk about where you are and where you want to go.

Book a Free Consultation