Advising and guiding officers and directors on governance and compliance issues; shareholder agreements; incorporations in any state; securities exemption filings; option plans. Corporate forms include Corporations, S-Corporations, B Corporations, Benefit Corporations, Flexible Purpose Corporations, and Non-Profit Corporations
I will be recommending his services to friends/family. It's no wonder he has a 5 star average on Yelp.
I needed to create an LLC and then transfer a property into the LLC, so I gave David a call. David was helpful, professional, and prompt. He did what he said he would do in a timely manner and his flat fee was reasonable and fair.
The whole process was organized and clear. The binder he sent at the end of the process, with all of the LLC documents (along with a custom embosser seal with the name of our LLC!), is thorough. It has everything we need for referencing the details of our LLC.
I am in the process of forming a new LLC partnership business and was looking for guidance with drafting the operating agreement terms. David was quick to respond to my email and set up a time for a call. He was incredibly helpful and generous with sharing his knowledge and experience. He was able to give me a good sense of direction.
Absolutely great!! David Herzog is thorough, honest, and very knowledgeable. Highly recommend!!
I wrote to David and asked him if he could help me with an obscure tax issue. When I had emailed other lawyers regarding my issue, they just ignored my communication. David, on the other hand, recommended 9 lawyers to me. I found this to be a very kind and giving response. I contacted the first lawyer on his list who not only resolved my issue, but did an A job for me.
We had a remarkable initial visit with David. He quickly sniffed out our most important issues, and in a few minutes was able to help us find a new path foward...one which, by the way, did not require more legal advice. He did more for us in 30 minutes than several other lawyers had done over months.
He did more for us in 30 minutes than several other lawyers had done over months.
David is just wonderful! He gave me so much peace of mind. He helped me understand the law and my risk. After carefully listening to the situation he gave expert advice. Highly recommend!
David takes the time to provide service at the highest level.
David helped me with some basic real estate questions and was quick to respond and very knowledgeable. He gave me great advice! I will use him for any issues in the future.
Thanks to David for helping answering questions and suggestions. Really appreciate his time for giving out intelligent input.
I am in the process of forming a new LLC partnership business and was looking for guidance with drafting the operating agreement terms. This was my first time seeking a lawyer and all the others I contacted either just ignored me or were very impersonal. David is great, he was patient, understanding and respectful. I can highly recommend his services, and I look forward to working with him in the future.
You are the exception in your field. Truly appreciate it, thank you!!
So glad I decided to hire you to register my business instead of trying to do it on my own. Thanks again!
David is a well-spoken professional who takes the time necessary to carefully address your situation.
David's advice is concise and common sensical. I don't think I've ever heard him use any legal jargon. He has a lot of experience and knows what he's talking about.
David is a reliable lawyer. He always follow up promptly. I highly recommend him to you.
I just finished a complimentary consultation on a real estate issue. David was very generous with his time and knowledge. While his consultation was all the advice I needed, I would definitely use him, and recommend others to use him for any future real estate law needs.
He was incredibly responsive, helpful, and generous with his knowledge and time. He ultimately said that I probably wouldn't need to hire a lawyer. It's rare to find such integrity and generosity in a service oriented business, and I was deeply grateful.
He gave us great advice during our initial discussion leaving our options open if we wanted to use him.
David knows his stuff, is efficient with your time and communicates complex legal concepts in an intelligible way. He handled some thorny questions I had around a real estate transaction professionally, quickly and clearly. He also was very responsive to my request and gave me some time during a very busy season for him.
I'm a small business owner in Oakland and am really intimidated by all the yucky paperwork that comes with it. David has a knack for simplifying all the BS I need to deal with to run my business.
It's hard to find people these days who will respect you, answer your questions and steer you away from them if they feel now isn't the time to work with them. Most would rather take your money. David is an awesome guy!
“Thanks for this video. Awesome explanation.”
Not only was he clear in everything he said, he also allowed me to speak my voice on any concerns. Basically, everything I prepared he went over without even knowing my questions. Simply put, David is a very knowledgeable lawyer. I highly recommend David for his expertise, professionalism, and the respect he shows towards his clients.
I had a critical situation I needed some specific legal advice on prior to signature of documents. I was able to contact David and get the information I needed to be able to close a substantial transaction as well as additional advice on items for future consideration. David was prompt, cordial, and very knowledgeable. He also took the time to work with me over the weekend to facilitate an early Monday closure. I recommend David very highly.
Working with David has been fantastic. He got back to my initial inquiry extremely fast and he has been super fast helping us with our deed issue.
If I could rate him with 10 stars, I certainly would. He deserves nothing less. I thank him immensely, for his knowledge and expertise.
David was exceptional on all fronts, very responsive, very clear, and thorough. We would recommend him without reservation!
“I am fourteen years old and I’m watching this [video] and that was helpful.”
Found David on Yelp and contacted him for a consultation on Intellectual Property matters; he was not available to help me but replied promptly with several references to other firms. He then also replied on a second message with a question I had.
Needed urgent help on a niche issue. David called me right away, provided insight and gave me referrals to other professionals who were of help. Thanks a lot, David.
“Excellent and informative video. Thank you.”
He was great about getting multiple opinions from accountants, employment attorney and various other experts. I highly recommend him! It's like having a really smart friend in your corner. Thanks for everything David!
A nice guy. David has excellent manners and wonderful business professionalism. He couldn't work on my particular case and took the time to give me several recommendations. Due to that I would specifically recommend him and work with him in the future.
David responded promptly and answered all my questions. I felt really comfortable discussing my situation with him. He helped guide me as I find my way in setting up my business entity. He was very resourceful. I would definitely use his practice.
He was able to unite various opinions and ideas into one cohesive document which was a rare skill. He was also an unusually skilled writer which helped immensely. He was wise, patient, financially fair, gave very quick responses, incredibly smart and made himself available on weekends if time sensitive. I couldn't have asked for a more positive legal experience.
The thing that stood out about David was that I felt he respected me as a new small business owner and took all of my concerns seriously. We scheduled a free consultation over the phone about whether or not I should incorporate and he listened to my situation, didn't interrupt and then proceeded to answer my questions in a professionally warm, no BS way.
David was very knowledgable, and he will definitely be the first guy I call if I ever need a real estate lawyer! Highly recommend him!
Thanks for the remarkably speedy response. I’m impressed!
David - Thanks for being someone who I trust to refer people to.
I very much appreciate professionals like David and strongly suggest his consultation and services.
This is great David. Thank you. Exactly what I needed.
I knew I suggested the right guy.
I would definitely recommend him to any friends or family members that might need his service in the future.
During our meeting, he was able to guide me in the appropriate direction for my needs, and he promptly followed up with an email to check in post-meeting. I greatly appreciated feeling he was there to help me achieve my goals, and he was not trying to sell his services. He was a true consultative lawyer.
David Herzog is extremely helpful. I called up for some advise and guidance, and he gave it to me straight. I respected his respect for me as a potential client.
Truly exceptional. While creating a complex group LLC, David was a rare find. After working on a project with him for almost one year, I am so grateful to have found him. David is an incredible asset for one person, but it was his brilliant, balanced, nuanced tone and depth of knowledge that won everyone over.
On top of being a diligent and thorough attorney he is very personable and treats us with great respect despite our lack of legal knowledge.
I love the attorney I hired to create my business entity. He is knowledgeable, quick, reasonably priced and will guide you the right way. He comes highly recommended!
I was in need of some general advice on a tax situation I had with the IRS. David took the time to discuss my situation and advised me to handle the situation myself and to avoid incurring the high cost of hiring a lawyer. He quickly and concisely outlined a strategy for dealing with the IRS. Honest, no BS and a friendly and responsive guy. I highly recommend him.
Would recommend to anyone who wants advice on their legal/business needs.
I contacted David Herzog for advice regarding a complicated home purchase. He was able to guide me through the process, and informed me of any pitfalls. Would definitely recommend him to anyone looking to make a home purchase!
I love it. Love it. It’s all kinda happenin’. Thank God I have a kick-ass lawyer!
He even took the time to read an article i had asked about - before we even formally engaged him. Based on my experience so far, David seems to be a man of high integrity who takes care that his clients receive good advice, and understand that advice. I look forward to working with him more.
We decided to use him, as we progressed he came up with more ideas to help prevent a reassessment of our property. Highly recommend him!!!
David is very articulate and treats his callers with high degree of professionalism. I am seeking legal advice on the short sale process of my property and he patiently listened to my story, answered all the questions I have, and pinpointed key concepts and materials that I can review to further my research. I highly recommend him.
Not only did he have a wide range of knowledge to answer my questions, but he was also able to give me some alternatives to my plans, and to anticipate what might happen if I did things one way or the other.
Whether you're an individual who needs a tax attorney or a small business who needs business advice or a large company who needs someone to handle business transactions, David treats each potential client with equal diligence. Seriously, I would not be in business today were it not for him.
You were simultaneously personable and professional, which is a rare quality to find.
I highly recommend the use of attorney David Herzog. I needed his services to assist with a family real estate sale tax situation. He is extremely knowledgeable, he's professional, and most of all he understands the law concerning the issues I brought to him.
I took a seminar where David taught on partnerships at the Alameda County Bar Association. Straight forward, concise and stimulating.
After a thorough discussion of my situation, he gave me some recommendations on what my next steps would be, even if those steps didn't involve hiring him. Believe me though, if I did have to hire a lawyer I would call him back in a heartbeat!
He understood my situation out of the box, got right to the point, explained the issues clearly. And of course, his advice was sound! What more could you ask for from a tax attorney?
I called him up for a consult since I owe my dirty Uncle Sam a considerable amount of money, and he gave me some very excellent advice over the phone on how to approach this. He seemed more interested in making sure I was properly educated on these matters rather than trying to make an easy buck.
The best word to describe David is Professional. We had a consultation scheduled over the phone, and as any normal person seeking advice from a lawyer, I came prepared with questions about many items regarding starting a business. As soon as we started the conversation, David took over the call and informed me of all legal matters necessary for the process.
He has given me great advice on how I should set up my business, and has very practical business advice, even when it's not strictly from a legal perspective. He's incredibly responsive to my emails and phone calls, and he always follows through to make sure things get done. I would not hesitate for a moment to recommend David as an attorney for you or your business.
David was a big help. I called him out of the blue and he took my call. I quickly explained my situation and he was able to guide me in the right direction. He was very helpful!
David gave me a phone consultation that answered all of my questions about a potential lawsuit. I really appreciated his honesty and directness.
Great guy! I called his office and he answered the phone, was very very helpful in answering my questions and referred me to a resource that could help me.
Thanks for all the help. It would not have been so smooth without you.
The information obtained today was exceptional and you really educated the team on the importance, concerns, and how the transaction documents should be structured.
You are a miracle worker.
He has given me plenty of good advice about my small business in Oakland. His knowledge base is extensive, from tax to business to corporate to real estate to intellectual property, as well as general probate matters.
David was great at answering all of my questions, whether it was about the new lease on my space (and later renewing the lease), whether I should incorporate my business, questions about partnerships and employees, and some issues around taxes.
David Herzog is extremely helpful. I called up for some advice and guidance, and he gave it to me straight. No tricks to get me to come in and pay him any money, but straight up advice. I respected his respect for me as a potential client.
David is our attorney and he has done a great job dealing with the very unusual situations that start-ups get themselves into. He is forward thinking - he tries to think of problems before they arrive and prepares us well for actions we need to take and let's us know what steps we do not need to take at times.
David's certainly a God-send, and if anyone out there is looking for an attorney who is excellent in law, real estate, and taxation, your search should stop here.
I feel that my family is in a much more educated place from which to move forward. Thank you David!
What I like most is his ability to make hard-to-understand business and legal concepts easily understood by the layperson. His advice has been spot on and even when I've posed non-legal questions, he has found the answer and provided it.
David is awesome in the sense that he cares enough to explain to you any/all questions you have regarding accounting and taxes. He’s definitely a guy you want to work with if you need help for accounting purposes specific to a company. He's great and I'll use him when needing more help with my startup!
Thanks David. Your advice was sensible, expert, and timely!
Not only is he extremely knowledgeable and experienced, but also is easy to talk to.
My business partner and I have been trying to educate ourselves on, and seek help with, asset protection and structuring our business for growth. David was by far the most prompt, thorough, and candid with his answer.
I called David to help with my tax issue, he was generous with his time on the phone and gave me some excellent, thoughtful advice which I appreciated a great deal.
David has a vast network of professionals (accountants, bookkeepers, business insurance agents, etc.) so that you do not have to renew your search for each aspect of your business.
David was a little busy at first so it took a call to remind him that I had sent an email earlier, but once I left a message, he emailed me back right away and we set up a time to talk on the phone. Get this - on a Sunday of the Big Game. "Oh, right, just like that other lawyer who took the time out of his weekend to do a free consultation," said no one ever. I had a barrage of questions, all of which David competently advised me on, from what I can tell. They involved W2s, W9s, 1099s, LLC protection and benefits, DMCA, getting taxed as an S-corp, paying yourself in a single member LLC, dealing with accounting, and various strategies related to running a single member LLC. I got thorough answers to everything. Thank you, David, so far contacting you was probably the best advice I gave myself this year.
I love Yelp, but I have to confess that I have never written a review before. Very rarely has anything really impressed me enough to cause me to write a review. Until now. My real estate agent had suggested I speak to a lawyer concerning my rental property to seek legal guidance regarding possible implications of the latest federal acts that could affect the sale of the property. I emailed David a short note on the situation and he replied within the week requesting that we setup a free consultation by phone. We agreed on a time for a quick phone call. During the consultation, he was very knowledgeable of current federal acts. He was also very thorough and reviewed the situation with me in multiple ways to ensure I understood the implications from various possible scenarios. Based on this positive experience, I would not only call on him again but I would also recommend him to anyone in need of tax or real estate legal help.
Wow, what a stand-up guy!
I am incredibly impressed with your turnaround time, your prioritization of my issues, and quality of work. All are absolute top notch.
I had a phone consultation and David was very honest, professional and very helpful with my difficult tax situation.
David is a very knowledgeable and honest man, it's hard to find people like this these days.
Compared with other lawyers I dealt with, David does not have the "lawyer" attitude :-)More importantly, you can trust him to represent your very best interests. I will recommend David Herzog to anyone requiring legal advice on tax-related issues.
My start-up would not be the success it is today had it not been for David's excellent business advice on accounting matters, business structure set-up, tax advice, trademark search and general business advice.
I am incredibly impressed with your turnaround time, your prioritization of my issues, and quality of work. All are absolute top notch.
I called David for some tax questions and he was very helpful and knowledgeable. I like the fact that he didn't try to sell me unnecessary legal services and he answered all of my questions in his initial consultation.
I found him to personable and straightforward. His recommendation will allow me to take a very practical less expensive approach to addressing this issue. David, thanks for your advice.
It was immediately obvious to me that he is a very well versed and experienced attorney. He was able to quickly and efficiently outline for me various options and ways I could proceed. All of this occurred during our initial conversation. If you have a legal question, I would give David a call.
I called David yesterday and wow I was so impressed. He was so kind, patient and informative. I am a single mom who is trying to set up a business to take care of my son and I. And boy was David helpful!
From asset protection to tax benefits to legal issues to all sort of different strategies and advice that can be utilized to maximize your investments, David can do it all, and he does it very well. He is a very, very sharp dude.
He gave me his best thoughts, was candid in his assessment. He was honest in what he knew and also in the areas that were outside his expertise. Thanks David! Much appreciated.
He put a lot of effort into understanding my issue, and gave me many perspectives on resolving the issue. I like "right answers" and I feel like he provided these for me. I will keep David's number by my desk as a top choice to call when I need legal services.
He provided me with a number of self-help solutions first and suggested I follow-up with him if I still need assistance. A quick phone call that didn't waste my time and got me facing the right direction and with solutions in hand.
In two minutes of phone conversation, David outlined what applied to me and clarified the process to my understanding. If you are looking for a tax lawyer, David is the one! He will walk you through the process with patience and knowledge!
David took the time to really understand my concerns at hand and gave me some sound advice. Today's conversation was surrounding taxes, but now that I've had this great experience, my next dealings with David will be around real estate investments.
David was great in assisting me and my partner with our upcoming apartment building purchase; specifically issues relating to RDP's and property ownership. Highly recommended!!
During the consultation, he was very knowledgeable of current federal acts. He was also very thorough and reviewed the situation with me in multiple ways to ensure I understood the implications from various possible scenarios. Based on this positive experience, I would not only call on him again but I would also recommend him to anyone in need of tax or real estate legal help.
In spite of the fact that he became involved in the middle, he got quickly up to speed, and has significantly contributed to what looks likely to be a good mutually beneficial result among the parities. I would certainly recommend David to anyone needing quality advice or representation.
If you are serious about your business, serious about your bottom line, serious about protecting yourself, then you better get serious about who you hire and/or represents you. David is the missing link. You guys can be sure to see me in his office as our business grows, possibly even sharing a few laughs together. Thanks a bunch, David. You the Man.
He comes across as an ethical and trustworthy professional. I needed a consultation and advise on a possible short sale transaction. I felt educated but not patronized. He was very helpful and even suggested that it wasn't necessary for me to hire him but an enrolled agent was really what I needed with less the cost.
David has been a strong advocate and resource for our business. During a terrible economy our business has made significant progress and we could not have done it without David's strong advice, rapid turnaround on important initiatives and valuable business advice and support. He is a superb attorney and a valuable part of our team.
Here is a man with integrity and honesty, and qualities like this are what you definitely want when trusting someone to represent your very best interests. I will recommend David Herzog to anyone requiring legal advice on tax-related issues. Thank you, David. Your referral seems to be working out well and I deeply appreciate your help.
David is absolutely top notch! As an attorney myself, I very much appreciate the expertise and efficiency that David brings to the table. David helped me with the SEC compliance work for a private offering we were making on a film project. He was fast and efficient. I would refer anyone to David.
I had a barrage of questions, all of which David competently advised me on, from what I can tell. They involved W2s, W9s, 1099s, LLC protection and benefits, DMCA, getting taxed as an S-corp, paying yourself in a single member LLC, dealing with accounting, and various strategies related to running a single member LLC. I got thorough answers to everything. Thank you, David, so far contacting you was probably the best advice I gave myself this year.
Here's what David did for us: 1) Debunked all the false advice we have heard. 2) Gave us all the explanation we needed, and then some, even when we didn't ask. 3) Broke down many, various scenarios we may find ourselves in within the next year of our business. This helped to forecast solutions to potential problems in the near future. 4) Didn't hesitate to give straight answers to complex questions. 5) Made us laugh.
Mr. Herzog gave me some great counsel via e-mail and phone time. I am a small business owner in SF and needed some clear, cogent advise for an upcoming real estate review. While our time was limited, he dove straight into the issues and helped me sort out the fact from fiction, the current law from folk wisdom. He provided me with the confidence of my position, and things went smoothly after that. Thanks David and I would gladly work with you again!
I called David for a preliminary consult on our business structure and tax strategy. I found him extremely helpful, intelligent and was able to break down our next steps succinctly. Above all, it was simply a pleasure speaking with him and he's certainly won our business. www.quickschools.com
David was amazing!! I emailed him to have him review a commercial lease I was about to sign. He emailed within a couple hours with his flat rate which was more than fair. Two days later I was completely overwhelmed with his detailed notes and suggestions. Thank you David!!
Thank you again for all your help and fantastic advice as I was getting started. Digital Handiwork
Often times, attorneys don't make time to assist clients at the level he assists, but he has a way of making one feel that he/she's their only client.
I am now confident in what I need to do to deal with the IRS and didn't have to waste time or money. What a fabulous service and a great guy of high integrity. If I need this kind of service in the future he will be the first person I call.
David was prompt, available and very helpful to me. He ended up referring me to a local specialist, but I was very pleased with his knowledge and professionalism. I'd recommend him.