RSP

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:

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

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A laptop screen displays a "Real Estate Tracking" spreadsheet with two columns labeled "Income" and "Total Income," set against a dark blue background with an outline of houses in the top right corner.
A MacBook Pro displays a "Passive Income Tracking" spreadsheet with columns for income sources and total values, featuring empty rows and a box labeled "Total Income" at the bottom.

Passive Activity Time Tracking

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Real Estate Report

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A MacBook Pro laptop with its screen displaying a simple abstract image of white hills and a gray sky with a round sun or moon.
A MacBook Pro laptop with its screen displaying a simple abstract image of white hills and a gray sky with a round sun or moon.

Passive Report

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Monthly reconciliation 

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A MacBook Pro displays a financial statement with two sections: Cleared Transactions and Uncleared Transactions, the latter highlighted in red. The document shows checks, payments, deposits, and account balances.
A MacBook Pro laptop with its screen displaying a simple abstract image of white hills and a gray sky with a round sun or moon.

Passive Report

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Quarterly compliance test

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A MacBook Pro laptop with its screen displaying a simple abstract image of white hills and a gray sky with a round sun or moon.
A MacBook Pro laptop with its screen displaying a simple abstract image of white hills and a gray sky with a round sun or moon.

Yearly compliance test

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

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!