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Logo for Swiftbooks.ai featuring stylized letters "SB" with an upward-trending bar graph in orange and teal, followed by the text "Swiftbooks.ai" in white and orange on a light background.

Real Estate Professional

Qualify as a Real Estate Professional with our program—strategic support so you focus on growing your real estate business.

Discover What We Offer

Real Estate
Professional Program

The Real Estate Professional Program is where ambition meets structure. This program is designed to help you fully maximize the benefits of your real estate ventures by qualifying as a Real Estate Professional under IRS guidelines. It may sound simple, but achieving this status requires strategy, consistency, and commitment. That’s why we’ve built a program where we take on 80% of the responsibility—while you focus on doing what you do best.

Qualification Requirements

To qualify as a Real Estate Professional, you must meet two IRS-mandated tests:

  • 750-HourRule: You must dedicate at least 750 hours per calendar year to real estate activities.
  • Material Participation Rule: You must spend more time on real estate activities than on any other business or occupation.

RSP
services

Real Estate Time Tracking
Passive Activity Time Tracking
Real Estate Report
Passive Report
Quarterly compliance test
Yearly compliance test

Onboarding

Learn how we set up your management structure from day one, ensuring a smooth and strategic launch.

Maintenance

Discover how we continue to support and optimize your operations to keep everything running efficiently over time.

Real Estate Time Tracking

One of the greatest gifts the IRS has ever offered:

When used correctly, it can take your tax savings to the next level.
Key Features:
  • Real Estate Professional Qualification – Track your hours and activities to meet IRS standards.
  • Compliance Support – Ensure your documentation stands up to scrutiny.
  • IRS Accountability – Keep the IRS honest by maintaining clear, organized records that protect your position.
A laptop screen displays a city skyline at sunset, with a hand holding a stopwatch in the foreground. Text on the screen reads “Real Estate Time Tracking.”.
A laptop screen displaying a workspace with a keyboard, notebook, pen, coffee cup, and the text "PASSIVE ACTIVITY TIME TRACKING" along with the Swiftbooks.ai logo.

Passive Activity Time Tracking

Rules matter — and so does your time.
The IRS requires clear documentation of how much time you dedicate to passive activities like real estate or investments. To stay compliant — and maximize your benefits — we track that for you.
Key Features:
  • Accurate Passive Time Tracking – We monitor your activity and document your hours to support your tax position.
  • Meet IRS Requirements – Ensure you're aligned with the IRS definitions and thresholds for passive vs. active participation.
  • Unlock Tax Savings – Proper time tracking can help you qualify for significant tax advantages — and we make sure you don’t miss out.

Real Estate Report

Compliance starts with consistency.
We track your real estate hours month by month to ensure you're meeting your goals and staying aligned with IRS regulations.
Key Features:
  • Compliance Assurance – Stay within IRS guidelines for Real Estate Professional Status.
  • Activity Monitoring – Detailed tracking of your hours and qualifying activities.
  • Maximized Tax Savings – Leverage your status to unlock powerful tax benefits.
A laptop screen displays a "Real Estate Report" slide with charts and graphs. A person in business attire points to a tablet showing data, and paperwork is spread out on the desk. Swiftbooks.ai logo is visible.
A woman wearing glasses and an orange sweater smiles while looking at a laptop screen. The words "PASSIVE REPORT" are displayed in large text on the laptop screen.

Passive Report

To meet IRS requirements, precision is key.
We create a Passive Activity Report to track your time and ensure compliance by year-end.
Key Features:
  • Real Estate Activity Tracking – Document your involvement in passive vs. active roles.
  • Compliance Support – Ensure alignment with IRS rules on passive losses and participation.
  • Ongoing Monitoring – Stay on track throughout the year with consistent oversight.

Quarterly compliance test

Compliance isn’t a one-time event — it’s an ongoing process.
Each quarter, we generate a detailed report to test hours and rules, ensuring you remain compliant and on track with IRS requirements.
Key Features:
  • Compliance Tracking – Monitor your progress and stay aligned with IRS guidelines.
  • Requirement Validation – Confirm that you're consistently meeting participation and reporting standards.
  • Integration with the Real Estate Professional Program – Designed to support and validate your REP status year-round.
A laptop screen displays the text "Quarterly Compliance Test" alongside a blue house icon and a hand pointing, with the Swiftbooks.ai logo in the corner.
A laptop screen displays "Yearly Compliance Test" over a background showing hands working at a desk, with words like "Law," "Regulation," "Standards," and "Compliance." The Swiftbooks.ai logo appears at the bottom right.

Yearly compliance test

Your final check before unlocking full Real Estate Professional Status.
To qualify for the RSP Program, we run an annual compliance test to confirm and document that all requirements have been met — ensuring you truly qualify.
Key Features:
  • Full Compliance Review – A comprehensive audit of your activity and documentation.
  • Requirement Confirmation – Validate that all IRS criteria have been satisfied.
  • RSP Program Certification – Officially achieve Real Estate Professional Status with confidence and proof.

Discover the success stories of clients who have revolutionized their operations with Build-Up

Portrait of a mature woman with light hair pulled back, wearing gold hoop earrings and a white blouse, gently touching her neck with one hand. She has a calm, confident expression.
Build-Up Corp transformed the way we manage operations, providing us with actionable insights and customized KPIs that drive our growth and efficiency like never before

Mary

CEO Las Zebras CORP
See Case Study
A man with short brown hair and light stubble smiles while looking to his left. He is wearing a white shirt and a dark blazer. The background is blurred and light-colored.
The real estate-specific features have been a game-changer. We've optimized our portfolio management and increased our ROI by 40%.

Michael R.

Real Estate Investor
See Case Study

Ready to transform your business with strategic CFO solutions?

At SwiftBooks, we don’t just manage numbers―we empower business with financial clarity and strategic insights. Our CFO services are designed to give you the decision-making power, and optimize your business.
Let’s build a financial foundation that drives real success!
Contact us today