The Internal Revenue Service has recently decided not to let people record or have court reporters make transcripts of collection due process hearings.  The prohibition was transmitted to appeals offices via a letter from the national office earlier this month.

Collection due process hearings are granted within 30 days following the filing of a notice of federal tax lien (Section 6320 of the Internal Revenue Code) and thirty days prior to execution of notices of levy (Section 6330 of the IRC). These two provisions were added by the 1998 restructuring act.  When we first received the report recordings and transcripts from an affiliate, we downloaded regulations for the two Code sections (Sections 301.6320-1 & 301.6330-1 of Title 26 of the Code of Federal Regulations). The regulations provide direct and implicit insight into the nature of collection due process hearings.

First, these collection due process hearings are informal; they are not formal appeals hearings that fall within requirements of Sections 553 through 557 of Title 5 of the United States Code (Administrative Procedures Act) and are evidently exempt from IRS administrative due process rules (26 CFR § 601.106(f)). The taxpayer is not entitled to subpoena witnesses or much of anything else. He can, however, raise previously unresolved issues and propose alternative collection procedure such as an installment payment agreement. There is no formal testimony at the hearing.  For some time we’ve known that IRS personnel who preside at these hearings are not impartial appeals officers. They are “settlement officers.” Settlement officers are revenue officers from collections who are assigned to the appeals office. Their purpose is to determine how the taxpayer is going to pay the alleged tax debt. Once we figured out that particular scam, people who understood it began putting settlement officers on the spot to document their capacity and purpose on the record. This strategy may be responsible for the recent national office letter that prohibits audio recordings and official transcripts.

In order to understand rationale behind the hearing format, it is necessary to view them in proper context: The 6320 & 6330 hearings are supposed to be post-judgment hearings. In other words, there is an underlying presumption that the taxpayer has already gone through the formal administrative appeal process and/or had his day in court. The government has already secured a judgment lien, as required by Section 3201 of Title 28, and the “collection due process hearing” is available as a means for working out collection alternatives short of the levy process.

We’ve resolved the “everybody knows doctrine” concerning what powers IRS does and doesn’t have with respect to naked administrative notices of federal tax lien and notices of levy. The simple explanation is that there is no such authority. The Fifth Amendment due process clause prohibits government from depriving people of life, liberty or property without due process of law. It doesn’t take a juris doctorate to understand that the Fifth Amendment secures judicial due process, so it is obvious that IRS cannot administratively encumber or convert private property without court orders. Section 6321 of the IRC simply gives rise to a lien against a taxpayer’s rights, title and interest in property if he does not pay an assessed tax on demand. Until there is a judgment to perfect the lien, it is inchoate-it doesn’t have the force and effect of law and IRS doesn’t have authority to issue notices of federal tax lien. The earliest that can legitimately happen is when the Attorney General authorizes a civil action and the U.S. Attorney for the district files a lis pendens (intent to sue) with the district court. The Federal Debt Collection Procedures Act authorizes liens as a pre-judgment remedy under certain circumstances. Per relation-back doctrine, once a judgment is in place, the government’s claim dates or “relates back to” the date of the act or omission that gave rise to the claim.

Collection due process hearings prescribed by Code sections 6320 & 6330 are conducted in IRS appeals offices, but technically they are true administrative appeals. The descriptive name of the hearing is misleading, but it doesn’t pass the duck test for a formal administrative appeal.

Here, however, the relation-back doctrine can be a double-edged sword:

If the alleged liability was contested at any stage of the game prior to there being notices of lien or levy, the date of the protest gives rise to the right to administrative appeal conducted under Administrative Procedures Act provisions and also opens the door to heavy-duty litigation against IRS personnel for depriving the victim of procedural and substantive due process rights. If there is no judgment in place, the collection due process hearing is a sham proceeding.

The quickest means for interceding is to apply for a Taxpayer Assistance Order under authority of Section 7811 of the Code. Procedural details are in Part 13 of the Internal Revenue Manual, the Taxpayer Advocate Handbook. The Internal Revenue Manual is available on the IRS web site.

Dan Meador

Marland, Oklahoma