Gilbert L. Carey, Jr., JD, CPA

Attorney, CPA

Gilbert “Gil” Carey is an attorney and certified public accountant who practices in the areas of Taxation, Tax Resolution and Tax Controversy, and Estate Planning, solving tax, business, and legal challenges for individuals, privately held businesses and their owners. He has an Avvo rating of 10 (Superb) and has been recognized as a Top Lawyer of Coastal Virginia.

Gilbert “Gil” Carey is an attorney and certified public accountant who practices in the areas of Taxation, Tax Resolution and Tax Controversy, and Estate Planning, solving tax, business, and legal challenges for individuals, privately held businesses and their owners. He has an Avvo rating of 10 (Superb) and has been recognized as a Top Lawyer of Coastal Virginia.

A Compassionate Guide Through
Legal Complexity

Mr. Carey regularly advises clients on tax matters and represents clients in tax disputes with the IRS, state tax agencies, and in U.S. Tax Court. He provides income tax planning and compliance advice to individuals, trusts, estates and business owners. He also works with business owners to develop business succession strategies as part of a comprehensive estate and wealth preservation plan.

Mr. Carey is a graduate of Northeastern University and Albany Law School. He is licensed to practice in Virginia, Georgia, Massachusetts, and New York, before the U.S. Tax Court and the U. S. District Courts for the Eastern and Western Districts of Virginia.

Mr. Carey previously practiced law with prominent law firms in New York and Atlanta where he worked on estate planning and estate administration, tax litigation matters, and represented taxpayers in tax disputes with the IRS.

Prior to this, he served as general counsel to private manufacturing companies and was a tax consultant at PricewaterhouseCoopers in Boston where he advised privately held businesses on a wide array of tax matters. Immediately following law school, Mr. Carey was a personal law clerk to Hon. Lawrence E. Kahn, U.S. District Judge for the Northern District of New York. 

In addition to his professional practice, Mr. Carey teaches and lectures on accounting, tax, and estate planning. He served as an Adjunct Professor of Law at Albany Law School in Albany, NY (2002 – 2017) and at the U.S. Army Judge Advocate General’s Legal Center and School in Charlottesville, VA (2014 – 2017). 

Mr. Carey is an Officer in the U.S. Army Reserve where he currently serves as a Rule of Law Team Chief for the 213th Legal operations Detachment. The Rule of Law Team provides guidance and legal counsel to commanders on the international legal framework for rule of law across the full spectrum of military operations – both along and beyond the conflict spectrum. The legal framework for rule of law operations includes United Nations Mandates, the Law of Armed Conflict, Treaty Law, Customary International Law, Occupation Law, and Human Rights Law.

Licensed to Practice & Court Admissions

  • Admitted to the bars of Georgia, Massachusetts, New York, and Virginia
  • U.S. Tax Court
  • U.S. District Court Eastern District of Virginia
  • U.S. District Court Western District of Virginia
  • U.S. Court of Appeals for the Armed Forces
  • Certified Public Accountant licensed in Massachusetts and Virginia
  • Certified Tax Representation Consultant

Education

  • Northeastern University, Boston, MA, B.S., Business Administration with dual concentrations in Accounting and Finance, 1993
  • Albany Law School, Albany, NY, J.D., concentration in Business Law, with Honors, 2001; Associate Editor, Albany Law Journal of Science & Technology
  • Judge Advocate General’s Legal Center and School, Charlottesville, VA, Post-graduate study in administrative law, fiscal law, and government contracting
  • U.S. Army Command and General Staff College, Fort Leavenworth, KS, Military Art and Science, 2018

Accreditations & Associations

  • Georgia Bar Association
  • Virginia Bar Association
  • Virginia Bar, Trusts and Estates Section Board of Governors
  • American Institute of CPAs
  • Virginia Society of CPAs, Tidewater Chapter Board Member 
  • Hampton Roads Estate Planning Council 
  • Veterans of Foreign Wars

Speaking Engagements & Presentations

  • In-House Continuing Legal Education: Accounting Issues In the Law, Virginia Beach VA, September 2023
  • In-House Continuing Legal Education: Understanding Financial Statements and Financial Statement Analysis, Virginia Beach, VA, August 2023
  • Virginia Law Foundation, Accounting for Lawyers: Understanding Financial Statements, a six-hour continuing education course composed of three two-hour sessions, Part I, Introduction to the Financial Statements; Part II, Financial Statement Analysis; Part III, Financial Statement Manipulation; Virginia Beach, VA, January 2022, July 2022
  • Georgia Society of Certified Public Accountants 2020 Southeastern Accounting Show, Business Law Update, Atlanta, GA, September 2020
  • VITA Individual Tax Law, Military Adopt a Base Program, Robins Air Force Base, Houston County, GA January 2020
  • BOMI International, Budgeting and Accounting, 40 hour Continuing Education Course, Albany, NY, May 2018
  • The Judge Advocate General’s Legal Center and School, Federal Individual Income Tax Law Course, Charlottesville, VA, December 2016, December 2015 and December 2014
  • The Business Council of New York State, Annual Conference on State Taxation, Circular 230 Update, Albany, NY June 2015
  • Albany Law School, Financial Aspects of Law Practice Management, Albany, NY, March 2014
  • The Business Council of New York State, Annual Conference on State Taxation, Current Legislative Initiatives in Flow-Through Taxation, Albany, NY June 2014
  • New York State Bar Association, Tax Aspects of Real Property Transactions, Latham, NY, November 2011

Publications

  • Accounting for Lawyers: Understanding Financial Statements, Virginia Law Foundation, Virginia CLE (2022)
  • Use of Force Majeure Clauses During the Pandemic, Georgia Society of Certified Public Accountants Southeastern Accounting Show Continuing Education Supplement (2020)
  • The Resurgence of States’ Rights Creates New Risk to Intellectual Property, 11 ALB. L.J. SCI. & TECH. 123 (2000)
  • Representing the Elderly and Disabled Client, chapter contributor: Tax Issues for the Elderly and Disabled (2021)

Military Honors

  • Bronze Star Medal for service in Iraq
  • Meritorious Service Medal
  • Army Commendation Medal
  • National Defense Service Medal
  • Iraqi Campaign Medal (two campaign stars)
  • Global War on Terrorism Service Medal
  • Meritorious Unit Commendation (OIF)

Testimonials And Reviews

Mary S.

“Mr. Carey helped me with a complicated tax issue, he was able to attain a favorable outcome which is what I was hoping for. He invested time to get a detailed understanding of the situation, was timely with his correspondence with me. If you need someone that will address your tax issue once and for all I would recommend you connect with him.”

Gerald J.

“My wife and I hired Gil to assist us with our personal taxes and personal tax planning. Super quick and super talented. Has been a pleasure working with him and his law firm.”

Bridget R.

“Mr. Carey assisted me with a difficult tax matter following my divorce. He worked through the issue quickly and provided me with an understandable explanation of the issue, tax implications and the process I needed to follow to get to a resolution. He was also incredibly helpful in reworking my estate plan by drafting a revised Will, a living will and power of attorney. I continue to use him for personal tax matters and recommend him highly.”

A Trusted Advisor Through Every Step

Choosing Gilbert Carey as your legal and tax advisor means securing a partner who is deeply invested in your well-being and success. His blend of professional expertise, personal attention, and commitment to service makes him uniquely positioned to guide clients through life’s legal and tax challenges. Reach out today to experience a partnership that puts your needs and goals at the forefront, ensuring you navigate your legal journey with confidence and peace of mind.

Virginia
4445 Corporation Lane
Suite 200
Virginia Beach, VA 23462
757-863-4890
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North Carolina
Southern Shores Business Ctr.
8 Juniper Trail
Southern Shores, NC 27949
252-390-4690
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