Wall & Associates, Inc. v. Idaho Department of Finance

CourtIdaho Supreme Court
DecidedAugust 21, 2025
Docket51310
StatusPublished

This text of Wall & Associates, Inc. v. Idaho Department of Finance (Wall & Associates, Inc. v. Idaho Department of Finance) is published on Counsel Stack Legal Research, covering Idaho Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wall & Associates, Inc. v. Idaho Department of Finance, (Idaho 2025).

Opinion

IN THE SUPREME COURT OF THE STATE OF IDAHO

Docket No. 51310

WALL & ASSOCIATES, INC., a Virginia ) corporation, ) ) Boise, May 2025 Term Petitioner-Appellant, ) ) Opinion filed: August 21, 2025 v. ) STATE OF IDAHO, DEPARTMENT OF ) Melanie Gagnepain, Clerk FINANCE, CONSUMER FINANCE BUREAU, ) ) Respondent-Respondent. ) )

Appeal from the District Court of the Fourth Judicial District of the State of Idaho, Ada County. Lynn G. Norton, District Judge.

The judgment of the district court is affirmed.

Mohrman, Kaardal & Erickson, P.A., Minneapolis, MN, and Mark B. Perry, Perry Law, P.C., for Appellant. William F. Mohrman and Mark B. Perry submitted argument on the briefs.

Raúl R. Labrador, Idaho Attorney General, Boise, for Respondent. Loren K. Messerly submitted argument on the briefs. _______________________________________________

MOELLER, Justice.

This case concerns the scope of the Idaho Collection Agency Act (“ICAA” or “the Act”), I.C. §§ 26-2221 to -2251, Idaho’s statutory scheme for regulating the debt settlement and collection industry. Specifically, we have been asked to determine whether businesses that help clients settle their tax debts with the Internal Revenue Service (“IRS”) and the State of Idaho fall within the regulatory purview of the ICAA. Wall & Associates, Inc. (“Wall”), a Virginia company doing business in Idaho, refused to obtain a license under the ICAA, despite being notified by the Idaho Department of Finance (“Department”) that it was required to do so. After Wall failed to obtain a license, the Department brought an administrative action against Wall seeking compliance with the ICAA and civil sanctions. The Director of the Idaho Department of Finance, Patricia R. Perkins (“the Director”), ultimately issued a final order (“Final Order”) determining that Wall needed to be licensed and imposing civil sanctions (fines and restitution) for its failure to do so. Wall filed a petition for judicial review in the district court. The district court upheld the Director’s Final Order. Wall now appeals to this Court. For the reasons explained below, we affirm. I. STATEMENT OF FACTS Wall is a nation-wide tax debt relief company that provides its clients with various services aimed at resolving tax debt. Among other things, Wall represents taxpayers before the IRS and state revenue departments in administrative proceedings to help them obtain, through negotiation, favorable results for the tax debts they owe. Wall only provides services related to tax debt; it does not offer services related to any other type of debt. Some of Wall’s employees are “enrolled agents” with the IRS, which means that they meet the federal requirements for nonlawyers or certified public accountants to represent taxpayers in IRS administrative proceedings. See 26 C.F.R. § 601.502. Wall negotiates on behalf of its clients for a reduction of their tax debt by submitting offers in compromise to the IRS or by proposing payment plan options. Although it is based in Virginia, Wall does a substantial amount of business in Idaho; however, it has not registered as a corporation with the Idaho Secretary of State nor is it licensed under the ICAA. The origins of this case date back to 2011, when the Department received a complaint from two Idaho citizens regarding Wall’s business practices. The complaint noted that the couple had hired Wall as a “tax relief service” in hopes of negotiating a reduction in the amount of taxes they owed to the government. However, the complainants alleged that Wall’s business practices were harmful, rather than helpful: “We thought we were going with a reputable company and that a resolution we could afford would be negotiated. Instead, we are out $7800.00 and in a worse spot than when we started.” After receiving this complaint, the Department investigated Wall’s business and determined that it fit within the definition of a “debt counselor” under the ICAA; thus, it was required to be licensed and was subject to regulation pursuant to the ICAA. The Department demanded that Wall “either obtain a license or quit doing business as a debt counselor in Idaho.” Wall declined to do either. Although Wall refused to comply, the Department did not file an administrative action against Wall at that time. After roughly six years had passed without any further action, the Department received more complaints against Wall, again alleging abusive business practices. For example, one client alleged, “I have paid them a lot of money and they

2 haven’t not [sic] given me the service I was told I would get and feel that I am being scammed.” Another complained that “[w]e paid a local lawyer less than $800 to solve our problems! That’s a big difference from $4000 up front and $400 monthly payments to get us nowhere.” After conducting another investigation, the Department brought an enforcement proceeding against Wall by filing an administrative complaint under the Idaho Administrative Procedure Act. The Department sought the “issuance of an order pursuant to [the ICAA], requiring [Wall] to immediately cease and desist from violating the [ICAA],” as well as civil penalties. Wall responded to the complaint by denying all liability and requesting a hearing. The matter was initially assigned to a hearing officer appointed by the Director. Following discovery, the parties filed cross motions for a preliminary order; the hearing officer subsequently entered an order granting the Department’s motion. The hearing officer entered another preliminary order imposing $162,000 in civil penalties on Wall and ordering it to pay an additional $507,635.50 in restitution to its clients. Wall was also ordered to pay the Department’s reasonable attorney fees. Wall appealed the orders to the Director. After review, the Director entered a final order that largely upheld the hearing officer’s earlier order. The Director found that Wall was subject to the licensure requirements of the ICAA and affirmed the fines and restitution imposed as civil penalties. However, the Director reduced the amount of restitution from $507,635.50 to $271,987.50. Wall subsequently filed a petition for judicial review in the district court. The district court upheld the Director’s Final Order. Wall then timely appealed to this Court. II. STANDARDS OF REVIEW When a district court acts in its appellate capacity under IDAPA, this Court reviews the agency record independently of the district court’s decision and reverses or affirms the district court’s decision as a matter of procedure. Whittaker v. Idaho Dep’t of Water Res., 174 Idaho 60, ___, 551 P.3d 729, 737 (2024) (citation omitted). Where an agency issues a final order, the court shall affirm the agency action unless the court finds that the agency’s findings, inferences, conclusions, or decisions are: (a) In violation of constitutional or statutory provisions; (b) In excess of the statutory authority of the agency; (c) Made upon unlawful procedure; (d) Not supported by substantial evidence on the record as a whole; or (e) Arbitrary, capricious, or an abuse of discretion.

3 I.C. § 67-5279(3)(a)–(e). In making these determinations, we will “not substitute [our] judgment for that of the agency as to the weight of the evidence on questions of fact.” I.C. § 67-5279(1). Instead, this Court “defers to the agency’s findings of fact unless they are clearly erroneous. In other words, the agency’s factual determinations are binding on the reviewing court, even where there is conflicting evidence before the agency, so long as the determinations are supported by substantial competent evidence in the record.” Urrutia v. Blaine County, 134 Idaho 353, 357, 2 P.3d 738, 742 (2000) (citations omitted). “However, we exercise de novo review over questions of law.” 3G AG LLC v.

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Wall & Associates, Inc. v. Idaho Department of Finance, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wall-associates-inc-v-idaho-department-of-finance-idaho-2025.